HomeMy WebLinkAbout12-06-05 (2)
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05-030:;2.
Inventory of the real and personal estate of
Walter D. Sunday
deceased
Brought Forward 196569.19 75738 25
4. Continued
Shares Company Per Share Value Value
1166 Exelon Corp. 46.305 53991.63
Dividend Paid 3/10/05 (Item 2 Above)
300 General Electric Co. 36.00 10800.00
Dividend Paid 4/25/05 - Record 2/28/05 66.00
600 Home Depot Inc. 39.215 23529.00
Dividend Paid 3/24/05 - Record 3/1 0/05 60.00
2091 M & T Bank Corp. 102.075 213438.83
Dividend Paid 3/31/05 - Record 2/28/05 836.40
500 Office Depot Inc. 20.78 10390.00
400 Schlumberger Ltd. 72.205 28882.00
Dividend Paid 4/8/05 - Record 3/2/05 84.00
77 Transocean Inc. 47.92 3689.84
1200 Tyco International Ltd. 35.22 42264.00
1200 Williams Companies Inc. 18.36 22032.00
Dividend Paid 3/28/05 - Record 3/11/05 60.00
Securities In Possession of Decedent
5. 1700 BP-PLC 64.425 109522.50
6. 452 Citigroup 48.00 21696.00
7. 1056 Kroger 16.105 17006.88
8. 400 Eli Lilly and Company 54.265 21706.00
9. 3300 Pfizer 26.43 87219.00
Securities Held By T. Rowe Price
10. 477.271 T. Rowe Price - Growth Fund @ $26.0300 12423.36
328.947 T. Rowe Price - New Horizons Fund @ 29.1800 9598.67
Total Securities 885865.30 885865 30
Miscellaneous Property
11. 1991 Ford Truck @Appraised Value 1000 00
12. 1994 Plymouth Voyager @ Appraised Value 500 00
13. Timex Watch 10 00
J"OMI ...
14. Man's Gold Wedding Band , t1 : I I'd 9- ji ::U (. 25 00
"
15. Clothing 25 00
,- -
Total Value of Probate Estate .,,; -I" ! ,(\ ....-;-;.(..,~ i(~\('\-;: 963163 55
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Inventory of the real and personal estate of
Walter D. Sunday
deceased
Personal Property
Cash
1.
Cash held by Wachovia Securities Financial Network in Bank Deposit Sweep
Account of Walter D. Sunday on his date of death
$75128 74
Accrued Interest to Date of Death (14/31 of $97.67)
44 11
2. Cash and cash equivalents held by Citizens Investment Services in account of
Walter D. Sunday on his date of death"
Alcoa Dividend Paid 2/25/05
Exelon Dividend Paid 3/10/05
99 00
466 40
Total Cash
75738 25
Securities
3. Securities held by Wachovia Securities Financial Network, LLC (Pursell
Associates, Inc. - Registered Representative) in Account No. 7641-7570
of Walter D. Sunday on the date of his death
Shares
Company
Per Share Value
Value
733
1000
1000
400
1000
2000
6000
Alcatel
Crown Holdings, Inc.
HealthSouth Corporation - Com
lAC/Interactive Corp.
Nextel Communications - Class A
Nortel Networks Corp.
Rite Aid Corporation
$13.145
16.815
5.675
22.56
28.93
2.985
4.16
$ 9635.29
16815.00
5675.00
9024.00
28930.00
5970.00
24960.00
4. Securities held by Citizens Investment Services in Account No. L7W-048550
of Walter D. Sunday on the date of his death
Shares Company Per Share Value Value
660 Alcoa, Inc. 31.125 20542.50
Dividend Paid 2/25/05 (Item 2 Above)
240 Armstrong Holdings Inc. 2.005 481.20
1620 Bank of America Corp. 45.56 73807.20
Dividend Paid 3/25/05 - Record 3/4/05 729.00
Carried Forward 196569.19 75738 25
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
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55:
Gwendolyn D. Sunday
being duly sworn according to law, deposes and says that she is Executrix
of the Estate of Walter D. Sunday
late of Midd1-_es~x _Tow!!.~J:)_i2__~___ , Cumberland County, Pa., deceased and that the
within is an inventory made by Gwendolyn D. Sunday--, the said Executrix
of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn to
and subscribed before me,
f).Rce.~
s-;
me 2005
L ~ ,', -d.a J.
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Executrix ~~~XXX~~M x
COMMONWEAL TH OF PENt\I"'.," \, ",'\I'li,
1-----. Notarial Seal . ~" ,-, .--, ~ I
I . Uawn S. Sunday, Notary Public i
! Mecnanicsburg Bora, Cumberland County
;_~~ Commission Expires Oct 1 2008
'\10fY'!rc" '--"-':~-\,; '.::;ni~ L\'.."';~,."r..,,(-.i""!.,,~:',.. ------'
. ..""i ,......' 'nl;:p-:c:_
1 Hoover Road
Carlisle, PA 17013
Address
Date of Death
14
Day
March
Month
2005
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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