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Home My WebLink About01-11-08 --.J REV -1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 15056041158 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year 21 07 File Number 0383 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 017-12-7984 04112007 01121922 Decedent's Last Name Suffix Decedent's First Name GRADY MARTHA MI W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW [K] 1. Original Return D 4. Limited Estate [K] 6 Decedent Died Testate (Attach Copy of Will) D 9 Litigation Proceeds Received D 2. D4a. Supplemental Return D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required D 7. D 10. Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes THOMAS M. SHORB, ESQUIRE 717-846-9800 Firm Name (If Applicable) STOCK AND LEADER ; "'~-...J REGISTER -WILLS USE ONLy, ~8 c-:'~ ".-c: First line of address SUSQUEHANNA COMMERCE CENTER EAST Second line of address ): . 221 W. PHILADELPHIA STREET, STE. 600 -- -i I..;:) City or Post Office State ZIP Code DATE FILED YORK PA 17401-2994 Correspondent's e-mail address: TMS@STOCKANDLEADER.COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA 1URE OF PERSON R ~.;:(-f; ADDRESS SUSQUEHANNA COMMERCE CTR. PHILA. SIGNATURE OF PREPARER OTHER THAN REPRE STOCK AND LEADER, BY: ADDRESS SUSQUEHANNA COMMERCE CTR.E.STE.6oo PLEASE USE ORIGINAL FORM ONLY ST., YORK, PA 17401 DAT <:7 ID 60 Side 1 L 15056041158 6M46473000 15056041158 --.J~ .-J 15056042159 REV-1500 EX Decedent's Name:G R A D Y RE CAP ITU LA TION 1. Real estate (Schedule A) 2. Stocks and Bonds (Schedule B) . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E). 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested 8. T ota I Gross Assets (total Lines 1-7). 9. Funeral Expenses & Administrative Costs (Schedule H). 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 11. Total Deductions (total Lines 9 & 10). . . 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . 14. Net Value Subject to Tax (Line 12 minus Line 13) Decedent's Social Security Number 017-12-7984 MARTHA w . 1. 250323.17 397680.94 0.00 . 2. . 3. . 4. 0.00 . 5. 231288.89 41144.08 . 6. . 7. 82812.70 1003249.78 66072.10 8. 9. 10. 1248.13 11 . 67320.23 12. 935929.55 13. 0.00 935929.55 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0D- 0 . 00 16. Amount of Line 14 taxable at lineal rate X .0ILS 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 935929.53 0.00 0.00 1 9. TAX DUE . . . . . . 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042159 6M464B 2.000 15. 0.00 16. 42116.83 17. 0.00 18. 0.00 19. 42116.83 W 15056042159 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME GRADY STREET ADDRESS File Number 0383 MARTHA w CUMBERLAND COUNTY CITY CAMP HILL STATE Tax Payments and Credits: 1 Tax Due (Page 2 Line 19) 2 Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 42116.83 0.00 38475.00 2025.00 Total Credits (A + B + C) (2) 40500.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 0.00 Totallnterest/Pena~y (0 + E) (3) 4 If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, 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) 0.00 1616.83 A Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 1616.83 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 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 contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes D D D D D D ~ No [K] [X] [K] [X] 00 [K] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. D 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 or for the use of the surviving spouse is three (3) percent [72 P.S. 89116 (a) (1.1) (i)]. 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 zero (0) percent [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 still 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 use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 89116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 PS. 99116(1.2) [72 P.S. 89116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. g9116(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. 6M4671 1000 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE REV-1502 EX + (6-98; ESTATE OF FILE NUMBER Martha W. Grady 21 07 0383 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1. Real Estate known as 815 Mandy Lane, Camp Hill, Cumberland County, PA @ sale price VALUE AT DATE OF DEATH 249,000.00 2 Real Estate Settlement Adjustments: County Taxes $ 66.77 School Taxes 1,192.13 Sewer/ Trash 64.27 1,323.17 3W46951.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 250,323.17 REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Martha W. Grady 21 07 0383 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM I NUMBER I 1.AIG Financial Advisors, Inc Broker Account #5CK-741584 DESCRIPTION VALUE AT DATE OF DEATH 1,101 Shares AT&T INC COM New York Stock Exchange CUSIP: 00206RI02 Dividend accrued on 4/11/2007 43,087.64 390.86 2 49 Shares ALCATEL-LUCENT SPONSORED ADR New York Stock Exchange CUSIP: 013904305 607.60 3 200 Shares ALLTEL CORP COM New York Stock Exchange CUSIP: 020039103 12,387.00 4 400 Shares CSX CORP COM New York Stock Exchange CUSIP: 126408103 16,712.00 5 200 Shares CONSTELLATION ENERGY GROUP INC COM New York Stock Exchange CUSIP: 210371100 17,707.00 6 2,432 Shares EXXON MOBIL CORP COM New York Stock Exchange CUSIP: 30231G102 187,689.60 7 200 Shares GREAT PLAINS ENERGY INC COM New York Stock Exchange CUSIP: 391164100 6,593.00 8 12 Shares IDEARC INC COM New York Stock Exchange CUSIP: 451663108 416.88 9 200 Shares PPL CORP COM New York Stock Exchange CUSIP: 69351T106 8,647.00 Total from continuation schedules . 103,442.36 3W4696 1 000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 397,680.94 Estate of: Martha W. Grady 017-12-7984 Schedule B (Page 2) Item No. Description Value at Date of Death 10 118 Shares QWEST COMMUNICATIONS INTL INC COM New York Stock Exchange CUSIP: 749121109 1,040.17 11 113 Shares UGI CORP NEW COM New York Stock Exchange CUSIP: 902681105 3,064.56 12 240 Shares VERIZON COMMUNICATIONS COM New York Stock Exchange CUSIP: 92343V104 Dividend accrued on 4/11/2007 9,001.20 97.20 13 148 Shares VODAFONE GROUP PLC NEW SPONS ADR NEW New York Stock Exchange CUSIP: 92857W209 4,072.96 14 206 Shares WIND STREAM CORP COM New York Stock Exchange CUSIP: 97381w104 Dividend accrued on 4/11/2007 3,044.68 51.50 Assets titled joint with Martha's deceased husband 15 200 Shares PP&L, Stock 8,647.00 16 113 Shares UGI Corp., Stock 3,064.56 17 145 Shares COMCAST CORP NEW CL A The NASDAQ Stock Market LLC CUSIP: 20030N101 3,970.83 18 106 Shares AT&T INC COM New York Stock Exchange CUSIP: 00206R102 Dividend accrued on 4/11/2007 4,148.31 37.63 19 13 Shares VODAFONE GROUP PLC NEW SPONS ADR NEW New York Stock Exchange CUSIP: 92857W209 357.76 Securities not held in broker account Total (Carry forward to main schedule) 40,598.36 Estate of: Martha W. Grady 017-12-7984 Schedule B (Page 3) Item No. Description Value at Date of Death 20 Scudder U.S. Government Fund #00026004816 14,400.00 21 Lord Abbett U.S. Government Fund Class A 11,400.00 22 480 Shares EXXON MOBIL CORP COM New York Stock Exchange CUSIP: 30231G102 37,044.00 Total (Carry forward to main schedule) 62,844.00 R ~J-' 50B ~X .,. (5-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Martha W. Grady FILE NUMBER 21 07 0383 Include the proceeds of litigation and the date the proceeds 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 1 104,127.67 Par Sovereign Bank Certificate of Deposit #2335538589 Interest accrued to 4/11/2007 104,127.67 373.07 2 M&T Bank Savings Account #15004208568806 Interest accrued to 4/11/2007 50,712.56 10.42 3 2005 Chevrolet Malibu 10,000.00 4 UGI, Corp, dividend check dated 04/01/2007 19.92 5 Johnson & Johnson, Lifescan rebate program 30.00 6 United States Treasury, 2006 Personal Income Tax refund 2,000.00 7 County of Cumberland, burial benefit 100.00 8 Refund, Lawn Doctor 144.20 9 Atomic Warehouse, Inc., refund 250.00 10 Estate of Francis R. Grady, reimburse for expenses paid by Martha Grady including $140.00 to the Register of Wills 11 Personal Property taken in kind 14,874.07 4,500.00 12 Personal Property @ net sale price 939.40 13 Commonwealth of Pennsylvania, 2006 Personal Income Tax Refund 265.00 14 Refund of homeowners insurance premium 444.00 15 Verizon, refund 29.94 16 Holy Spirit Hospital, refund 25.00 AIG Financial Advisors, Inc Broker Account #5CK-741584 17 SUNAMERICA MONEY MARKET ACCOUNT HELD IN THE AIG BROKER ACCOUNT 8,143.64 Total from continuation schedules 34,300.00 3W45AD 1000 TOTAL (Also enter on line 5, RecaDitulation) $ (If more space is needed, insert additional sheets of the same size) 231,288.89 Estate of: Martha W. Grady 017-12-7984 Schedule E (Page 2) Item No. Description Value at Date of Death Securities not held in broker account 18 Assurant, Union Security Account at Fortis Insurance Company 34,300.00 Total (Carry forward to main schedule) 34,300.00 R::V-1509 EX+ (&-98) SCHEDULE F JOINTL V-OWNED PROPERTY COMMONWEA L TH OF PENNSY LV A NIA INHERrT A NCE TAX RETURN RES IDENT DECEDENT ::STATE OF FILE NUMBER Martha W. Gradv 21 07 0383 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 ADDRESS RELA TIONSHIP TO DECEDENT A. Grady, Stephen P 512 Gale Road, Camp Hill, PA 17011 Son JOINTL y-oWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DA TE OF DEA TH rTEM FOR JOINT MADE INCLUDE NAME OF FI~JANCIAL INSTITUTION AND BANK ACCOUNT DA TE OF DEA TH DECD'S VALUE OF NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR NUMBER TENANT JOINT JOI~ TL Y-HELD REAL EST ATE VALUEOFASSET INTEREST DECEDENTS INTEREST 1 A 8/1/1985 Citizens Bank Checking Account #6100737977 11,931.60 50.0000 5,965.80 2 A 3/6/1998 Citizens Bank Checking Account #6101191234 70,356.56 50.0000 35,178.28 TOTAL (.AJso enter on line 6 ReCi'lnihJIi'ltinn\ $ 41,144.08 (~ rrore space is needed, insert additional sheets of the sarre size) 3Iv46t, E 1 000 REV-1510 EX + (5-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Martha W. Grady FILE NUMBER 21 07 0383 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes ITEM NUMBER 1 DESCRIPTION OF PROPERTY IN:LlOE TI-E NlIME OF TI-E TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND TI-E DATE OF TRANSFER ATIACHA COPY OF THE DEED FOR REAL EST ATE DATE OF DEATH % OF DECD'S VALUE OF ASSET INTEREST 5,040.27 Par Citizens Bank Certificate of Deposit #6250310003 opened within a year of death with Stephen P. Grady, son Interest accrued to 4/11/2007 5,040.27 100.0000 7.43100.0000 2 Lord Abbett IRA 80,700.00 100.0000 3 I American Funds IRA 65.00 100.0000 TOTAL (Also enter on line 7, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) 3 W 4 6AF 1 000 EXCLUSION (IF APPLICABLE) 3,000.00 0.00 0.00 TAXABLE VALUE 2,040.27 7.43 80,700.00 65.00 82,812.70 ~::V-<511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS =STATE OF Martha W. Grady FILE NUMBER 21 07 0383 ITEM NUMBER A. Debts of decedent must be reported on Schedule I. DESCRIPTION 1 . FUNERAL EXPENSES: Office of Cemeteries, Diocese of Harrisburg Install VA marker Total from continuation schedules B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 2. Name of Personal Representative(s) Street Address City State lip Year(s) Commission Paid: Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State lip 4. Probate Fees Relationship of Claimant to Decedent 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 7W46AG 1 000 PeoplesBank Service charge Total from continuation schedules TOTAL (Also enter on line 9, Recapitulation) (If more space IS needed, insert additional sheets of the same size) $ AMOUNT 225.00 14/855.99 14,507.65 10.00 36/473.46 66/072.10 Estate of: Martha W. Grady 017-12-7984 Schedule H Part 1 (Page 2) Item No. Description Amount 2 parthemore Funeral Expense 9,756.05 3 West Shore Country Club funeral luncheon 2,522.94 4 Office of Cemeteries, Diocese of Harrisburg Interment 800.00 5 Stephen P. Grady advances to parthemore 1,777.00 Total (Carry forward to main schedule) 14,855.99 Estate of: Martha W. Grady 017-12-7984 2 3 4 5 6 7 8 Schedule H Part 7 (Page 2) Cumberland County Register of wills Probate fees, Frank Grady Estate 140.00 Stock and Leader Costs: File Releases $ 5.00 5.00 Stephen P. Grady cost of Short Certificates 32.00 Stephen P. Grady cost of short certificates 62.00 Stock and Leader Telefax Charges 2.25 Stock and Leader Costs: EVP, stock pricing 10.85 Stock and Leader Costs: Medical Records $ Postage Expense Corom. Sett1. LLC EVP, Stock pricing 171.11 1.65 100.00 21.70 294.46 9 Joe Haver1 cost to paint 815 Mandy Lane 800.00 10 Tim Daniel Remodeling repairs to front porch 1,268.00 11 Central State Distributors cost of new garage door 923.00 12 Patrick Rainel1 repairs to real estate 381.95 13 Postmaster cost of stamps 16.40 14 Joe Haverl cost to paint 815 Mandy Lane 1,600.00 15 Apex Appraisals, rne. cost of real estate appraisal 275.00 Total (Carry forward to main schedule) 5,810.91 Estate of: Martha W. Grady 017-12-7984 Schedule H Part 7 (Page 3) 16 PA American Water water service 165.54 17 Comcast Cable cable service 99.32 18 PP&L electric service 2,126.73 19 Bryan Worthington lawn care expense 1,677.35 20 21 22 23 24 25 26 27 Stock and Leader Costs: Probate will $430.00 Cumberland Cty. Law Journal Short Certs. Patriot News Postage expense 75.00 12.00 226.62 5.70 749.32 Patti Grady Reimbursement - packing items 58.46 Real Estate Commission Selling Expenses: $ 14,940.00 15.00 2,490.00 5,000.00 22,445.00 Notary Fees Transfer Tax Sellers Assist PeoplesBank Check charge 37.00 Cumberland County Costs: File Inventory File PA Inh. Tax Addl. Fee for Ltr. Register of Wills $ 15.00 15.00 250.00 280.00 Hampton Township Sewer/trash 257.06 Capital Area Carpet Cleaners Services rendered 232.09 Tim Daniel Remodeling Cabinets for house 50.00 Total (Carry forward to main schedule) 28,177.87 Estate of: Martha W. Grady 017-12-7984 Schedule H Part 7 (Page 4) 28 Suzanne Walsh Reimbursement for trash removal 150.00 29 Croft Brothers Repairs to house 213.47 30 Citizens Bank Verizon and PPL bills 132.52 31 David Cordier services rendered 75.00 32 Marie Hubie, Tax Collector 2007-2008 school taxes 1,913.69 Total (Carry forward to main schedule) 2,484.68 REV-~~12 EX + i12-03) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Martha W. Grady SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 07 0383 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. i ITEM I NUMBER i DESCRIPTION VALUE AT DATE OF DEATH 1. West Shore Country Club monthly charge 775.97 2 Holy Spirit Hospital medical services rendered 57.50 3 Cardiovascular Surgeons Inc medical services rendered 10.00 4 Moffitt Heart & Vascular Group Medical expense 130.00 5 Ortho Institute of PA Medical expense 10.00 6 Select Medical Corp. Medical expense 50.00 7 Assoc. Otolaryngologists of PA Medical expense 214.66 3W4EAH 2 000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,248.13 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Martha W. Grad i SCHEDULE J BENEFICIARIES REV-1513 EX+ (9-00) 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY !TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers I under Sec. 9116 (a) (1.2)] Stephen P. Grady 1512 Gale Road Camp Hill, PA 17011 FILE NUMBER 21 07 0383 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER I 5,040.27 Par Citizens Bank Certificate of Deposit #6250310003 Inventory Value: 2,040.27 Accrued: 7.43 Citizens Bank Checking Account #6100737977 I Inventory Value: 5,965.80 Citizens Bank Checking Account #6101191234 Inventory Value: 35,178.28 One Third of Residue: 297,579.25 Son 340,771.03 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 31/\'45; 1 000 TOTAL OF PART 1\ - 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) $ 0.00 Estate of: Martha W. Grady 017-12-7984 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 2 Michael F. Grady 44 Wentz Avenue Springfield, NJ 07081 One Third of Residue: 297,579.25 Son 297,579.25 3 Suzanne Walsh 46 Kiersted Place Mahwah, NJ 07430 One Third of Residue: 297,579.25 Daughter 297,579.25