Loading...
HomeMy WebLinkAbout07-18-08(Rev. 3/02) Before the Register of Wills of Cumberland County, Pennsylvania I?state of Martha W. Grady, Deceased No. 2007-00383 Inventory I, Stephen P. Grady, personal representative of the estate of the above named decedent, verify that the items appearing in the following inventory include all of the personal estate of the decedent wherever situate and all of the real estate of the decedent in the Commonwealth of Pennsylvania, that the valuation placed opposite each item of the inventory represents its fair value as of the date of the decedent's death, and that the decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of tl~e inventory. I understand that false statements made in this inventory are subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. L>ate: 1 I (~ ~ Og xEe~R ep en .Grady, Executor Thomas M. Shorb, Esquire Supreme Court I.D. No.: 25639 Office Address: Stock and Leader Susquehanna Commerce Center East 221 W. Philadelphia Street, Ste. 600 York, Pennsylvania 17401-2994 Telephone Number: (717) 846-9800 r..., ; r-= .. o ~ `_' j ~ ~ ~. <~ - - ' r=- a i i ~.' ; ~ ~_~__, ~.- _, _, ~. , -; c~ -;-, _~ G N Estate of Martha W. Grady Estate Inventory Valued as of Date of Death Cash & Cash Equivalents Assurant, Union Security Account at Fortis Insurance Company $ 34,300.00 Atomic Warehouse, Inc., refund 250.00 Commonwealth of Pennsylvania, 2006 Personal Income Tax Refund 265.00 County of Cumberland, burial benefit 100.00 Estate of Francis R. Grady, reimburse for expenses paid by Martha Grady 14,874.07 Holy Spirit Hospital, refund 25.00 Johnson & Johnson, Lifescan rebate program 3 0.00 M&T Bank Savings Account #15004208568806 50,712.56 Interest at Date of Death 10.42 Refund of homeowners insurance premium 444.00 Refund, Lawn Doctor 144.20 104127.67 Sovereign Bank Certificate of Deposit #2335538589 104,127.67 Interest at Date of Death 373.07 SUNAMERICA MONEY MARKET ACCOUNT HELD IN THE AIG BROKER ACCOUNT 8,143.64 Real Estate Settlement Adjustments: County Taxes $ 66.77 School Taxes 1,192.13 Sewer/ Trash 64.27 1,323.17 UGI, Corp, dividend check dated 04/01 /2007 19.92 United States Treasury, 2006 Personal Income Tax refund 2,000.00 Verizon, refund 29.94 Page 1 (1) Estate Inventory (Continued) Page 2 Cash & Cash Equivalents Total Cash & Cash Equivalents 1Wo. of Shares Stocks 49 ALCATEL-LUCENT SPONSORED ADR New York Stock Exchange 200 ALLTEL CORP COM New York Stock Exchange 1101 AT&T INC COM New York Stock Exchange Dividend at Date of Death 106 AT&T INC COM New York Stock Exchange Dividend at Date of Death 145 COMCAST CORP NEW CL A The NASDAQ Stock Market LLC 200 CONSTELLATION ENERGY GROUP INC COM New York Stock Exchange 400 CSX CORP COM New York Stock Exchange 480 EXXON MOBIL CORD COM New York Stock Exchange 2432 EXXON MOBIL CORP COM New York Stock Exchange 200 GREAT PLAINS ENERGY 1NC COM New York Stock Exchange 12 IDEARC 1NC COM New York Stock Exchange 200 PP&L, Stock 200 PPL CORD COM New York Stock Exchange 118 QWEST COMMUNICATIONS INTL 1NC COM New York Stock Exchange 113 UGI CORP NEW COM New York Stock Exchange $ 607.60 12,387.00 43,087.64 390.86 4,148.31 37.63 3,970.83 17,707.00 16,712.00 37,044.00 187,689.60 6,593.00 416.88 8,647.00 8,647.00 1,040.17 3,064.56 $ 217,172.66 (2) Estate Inventory (Continued) No„ of Shares Stocks ll 13 UGI Corp., Stock $ 3,064.56 240 VERIZON COMMUNICATIONS COM New York Stock Exchange 9 001.20 Dividend at Date of Death 97.20 13 VODAFONE GROUP PLC NEW SPONS ADR NEW New York Stock Exchange 357.76 148 VODAFONE GROUP PLC NEW SPONS ADR NEW New York Stock Exchange 4,072.96 206 WINDSTREAM CORP COM New York Stock Exchange 3,044.68 Dividend at Date of Death 51.50 Total Stocks $ 371,880.94 Tangible Personal Property 2005 Chevrolet Malibu $ 10,000.00 Personal Property @ net sale price 939.40 Personal Property taken in kind 4,500.00 Total Tangible Personal Property 15,439.40 Real Property Real Estate known as 815 Mandy Lane, Camp Hill, Cumberland County, PA @ sale price $ 249,000.00 Total Real Property 249,000.00 No. of Shares Mutual Funds Lord Abbett U.S. Government Fund Class A $ 11,400.00 Scudder U.S. Government Fund #00026004816 14,400.00 Total Mutual Funds 25,800.00 Total Inventory $ 879,293.00 Page 3 (3)