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Home My WebLink About12-10-14 INVENTORY. REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF SS File Number 2013-00994 Personal Representative(s)of the Estate of Max D. Marbain deceased,depose(s)and say(s)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 of the Commonwealth of Pennsylvania except that which appears in a memo andum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney-- (Name) Vance E.Antonacci (Supreme Courtl.D.No) 83725 (Address) 570 Lausch Lane,Suite 200,Lancaster,PA 17601 (Telephone) (717)581-3701 DATE OF DEATH r2933 ST RESIDENCE DECEDENT'S SOC.SEC.NO, September 9,2013 Arcona Road,Mechanicsburg,PA 17055 FIGURES MUST BE TOTALED SEE ATTACHED 9,3123979.82 ry c rn o M h m ;�o M c5 v r- rrt M fY7 CD ;7J C7 CJ ;X: <::> t a c a (,:) ^rj —n C -Ti N Cfi O C7) -n (Attach additional sheets as needed) TOTAL: 9,312,979.82 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(6)) Form RW-09 rev.10.13.06 V Estate of Max D Marbain Estate Inventory Valued as of Date of Death Cash and Cash Equivalents Orrstown Bank Business Money Market Account No. 111800036 $ 4,414.27 Interest at Date of Death 0.12 Orrstown Bank Free Business Checking Account No. 111900321 5,210.91 Orrstown Bank Regular Business Checking Account No. 111900087 300.32 Total Cash and Cash Equivalents $ 9,925.62 Miscellaneous 11.6471% limited partnership interest in Upper Allen Partners, LP, a Pennsylvania partnership $ 421,046.16 11.7647% limited partnership interest in Upper Allen Investment LLC, a Pennsylvania Partnership 490,530.23 20% limited partnership interest in Stage 3 Winding Hills, LLC, a Pennsylvania partnership 356,436.20 50% interest in Old Field Partnership, a Pennsylvania partnership 281.04 89% limited partnership interest in Marbain Associates, LTD, a Pennsylvania partnership 226,017.05 The decedent was the sole member of Marbain Management, LLC, a Pennsylvania corporation. Marbain Management, LLC held a 1% limited partnership interest in Marbain Associates, LTD. 2,539.52 Total Miscellaneous 1,496,850.20 Real Property Real Estate consisting of 30 lots identified in an installment sales $ 1,575,000.00 Page 1 Estate Inventory(Continued) Real Property agreement dated May 7, 2014. Real estate includes 28 lots in the Bridges development and 2 lots from the Evergreen Phase 2 development. Real Estate known 39 Keswick Drive, Silver Spring Township, Cumberland County, Pennsylvania (Tax Parcel No. 38-08-0567-392). Property known as Lot 18 in Evergreen Il Development. 228,500.00 Real Estate known as 109 Drury Lane, Silver Spring Township, Cumberland County, Pennsylvania (Tax Parcel No. 38-08-0567-490). Property known as Lot 1.5 in the Bridges Development. - 37,636.00 Real Estate known as 210 Drury Lane, Silver Spring Township, Cumberland County, Pennsylvania (Tax Parcel No. 38-08-0567-484). Property known as Lot 9 in the Bridges development. 46,463.00 Real Estate known as 33 Keswick Drive, Silver Spring Township, Cumberland County, Pennsylvania (Tax Parcel No. 38-08-0567-389). Property known as Lot 15 in Evergreen II Development. 260,000.00 Real Estate known as 40 Thistle Drive, Silver Spring Township, Cumberland County, Pennsylvania (Tax Parcel No. 38-08-567-400). Property known as Lot 27 in the Evergreen II development. 331,075.00 Real Estate known as 50 Thistle Drive, Silver Spring Township, Cumberland County, Pennsylvania (Tax Parcel No. 38-08-0567-401). Property known as Lot 26 in Evergreen Il Development. 260,000.00 Real Estate known as 73 Keswick Drive, Mechanicsburg, Silver Spring Page 2 Estate Inventory (Continued) Real Property Township, Cumberland County, Pennsylvania. Property known as Lot 70 in the Evergreen II Development. 170,000.00 Real Estate known as 79 Keswick Drive, Silver Spring Township, Cumberland County, Pennsylvania (Tax Parcel No. 38-08-0567-420). Property known as Lot 73 in Evergreen II Development. 148,798.00 Real Estate known as 81 Keswick Drive, Silver Spring Township, Cumberland County, Pennsylvania (Tax Parcel No. 38-08-0567-421). Property known as Lot 74 in Evergreen 11 Development. 149,283.00 Thirty Nine (39) parcels of real estate with improvements located in Carlisle, South Middleton Township, Cumberland County, Pennsylvania. 4,557,351.00 Vacant lot located on Thistle Drive, Silver Spring Township, Cumberland County, Pennsylvania(Tax Parcel No. 38-08-0567-399). Property known as Lot 25 in Evergreen 11 Development. 42,098.00 Total Real Property $ 7,806,204.00 Total Inventory $ 9,312,979.82 Page 3 Wallace & Nurick LLC McNees 100 Pirie Street* PO Box 1166 a Harrisburg,PA 17108-1966 Linda M. Eshelman,Pa.C.P. Tei: 717.232.8000 a Fax: 717.237.6300 Estate Paralegal Direct Dial:717.237.5210 Direct Fax:717.260.1640 leshelman@mwn.com December 9, 2014 Register of Wills VIA CERTIFIED MAIL Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: ESTATE OF MAX D. MARBAIN Cumberland County File No.: 2013-00994 PA Department of Revenue No.: 21-13-0994 Ladies and Gentlemen: Enclosed for filing in the above-referenced estate are the following documents: • Pennsylvania Inheritance Tax Return (2 originals) — No tax is due on the Return. • Inventory (1 original) • Copy— U.S. Estate Tax Return (706) without attachments for the Department of Revenue Please date-stamp the copies enclosed and return to us in the stamped envelope provided. x Thank you. Y urs truly, Linda M. Eshelman, Pa.C.P. 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