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II .
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Jane E. Davidson
No.
Date of Death
also known as
. Deceased
Social Security No.
James D. Bogar
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following In entory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pen sylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of tho 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 this Inventory. I/We verify that the statements made in this 1m entory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
James D. Bogar
Signatur
I.D. No.:
19475
Signature:
Signature:
Firm: Bogar & Hipp Law Offices
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717-737-8761
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717-737-8761
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Dated:
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Personal Property
Cas h. ............... ..... ............... .... ...... .... ..... ........ ... ... ... ....... ....... .........
Personal Property... .... ........... ............ ...........................................
Stocks/Listed ..... ..... .... ..... ...... ........ ................ ...... .... ....... ... ...... ......
Stocks/Closely Held......................................................................
Bonds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property. ......... .............. ...... ................ ...........................
w;
77,465.72 '
9,8~3.~5
128,389.26
2,570.40
20,000.00
Total Personal Property....... .............. ..... ...............
238,318.73
Total Real Property. ......... .......... .......... ..................
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
fI
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Jane E. Davidson
No.
21-05-02 7
also known as
Date of Death
. Deceased
Social Security No.
Cash
Cash - In home and wallet; travelers checks
177.52
Highmark Blue Shield - Insurance claim reimbursement
8.728.59
Highmark Blue Shield - Insurance claim reimbursement
6.193.53
Highmark Blue Shield - Insurance claim reimbursement
7.869.17
Highmark Blue Shield - Insurance claim reimbursement
1.968.69
John Hancock Financial Services - Long Term Care Claim Reimbursement
3.360.00
Penn National Insurance - Refund of Premium
57.00
Penn Treaty Network American Ins. Co. - Refund of premium
28.77
PNC Bank - Certificate of Deposit, Account No. 31300226860, date of death
value $2,892.52; accrued interest $2.44
2.894.96
PNC Bank - Checking Account, Account No. 5140014888, date of death value
$23,312.13; accrued interest $0.39
23.312.52
PNC Bank - Savings Account, Account No. 5003783381, date of death value
$8,578.33; accrued interest $7.47
8.858.80
PNC Bank - Savings Account, Account No. 5130071029, date of death value
$2,078.36; accrued interest $0.04
2.078.40
PNC Bank - IRA Account, Account No. 75900021953, date of death value
$11,907.40, accrued interest $30.37
11.937.77
Total Cash
77.465.72
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
38.318.73
,
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Jane E. Davidson
No.
21-05-02 7
, Deceased
Date of Death 03/05/20 5
Social Security No. 187 -16-6 54
also known as
Personal Property
Personal Property - Sold at Public Sale
6.696.85
Personal Property - Specifically Bequeathed-Diamond ring; emerald and
diamond ring; emerald errings; pearl necklace; freshwater pearl earrings;
double strand freshwater pearl necklace-value as listed on attached appraisal
1.845.00
Personal Property - Specifically Bequeathed-Antique Sunburst Brooch and
Daisy Ear Ring Drops-value as listed on attached appraisal
425.00
Personal Property - Specifically Bequeathed-Six (6) silver coin
teaspoons-value as listed on attached appraisal
75.00
Personal Property - Specifically Bequeathed-Elgin Watches and Fluer-de-Iis
pin-value as listed on attached appraisal
240.00
Personal Property - Specifically Bequeathed-Mahogany sewing table-value as
listed on attached appraisal
475.00
Personal Property - Sold at Public Sale
136.50
Total Personal Property
9.893.35
Stock I Listed
28.0000 shares General Motors Corp. - Stock, Cusip Nos.: 370442 10 5 (9 shares);
370442105 (14 shares); NE303-836 (5) shares
975.52
52.0000 shares Pennsylvania Power & Light Company - Stock, Common - 52
shares-CUSIP Nos. 70905110 6 (26 shares); 70905110 6 (26 shares)
2.845.96
6.0000 shares Pennsylvania Power & Light Company - Stock, Preferred - 6 shares-No.
NP/08041
513.00
2
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Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Jane E. Davidson
No.
also known as
Date of Death
, Deceased
Social Security No.
share The Pennsylvania Railroad Company - Certificate No. F527874,
consisting of 24 shares, is in titled in the name of Sara D. Davidson, not Jane
E. Davidson as incorrectly reported on the stocks and bonds inventory portion
of the Safe Deposit Box Inventory being attached hereto. Sara D. Davidson
was the mother of Jane E. Davidson, the Decedent herein. Sara D. Davidson
died on October 11,1978. Review and research indicates the stock is of no
value. It is to be further noted that the Last Will and Testament of Sara D.
Davidson has been probated in the Cumberland County Register of Wills
Office as Estate No. 21-78-666. This stock does not appear in those
proceedings.
0.00
Wachovia Securities, LLC - Investment Account
124.054.78
Total Stock I Listed
128.389.26
Bond
United States Savings Bond - Two (2) Series I $1,000.00 Bonds, Seriel Nos.
0016118551 and M0016118561
2.570.40
Total Bond
2.570.40
Mortgaae I Note Receivable
1.0000 Treasury Direct - U.S. Treasury Note; Cusip No. 9128276N7
10.000.00
1.0000 Treasury Direct - U.S. Treasury Note; Cusip No. 912828BU3
10,000.00
Total Mortgage I Note Receivable
20.000.00
3