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)