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OFFICIAL USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
RLE NUMBER
II 05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Davidson, Jane E.
DATE OF DEATH (MM-DD-YEAR)
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
(9)
187-16-6354
~
NUMBER
THIS RETURN MUST BE RLED IN DUPUCATE WITH THE
REGISTER OF ILLS
SOCIAL SECURITY NUMBER
4a. Future Interest Compromise (date of death after
12-12-a2)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal Poverty Credit (date of death between
. 12-31-91 and 1-1-95)
o 3. Remainder Retum (date of death priOr!to 12-13-82)
o 5. Federal Estate Tax Return Req~ired
1 8. Total Number of Safe Deposit B~xes
!
o 11. Election to tax under Sec. 9113( ) (Attach Sch 0)
o 1. Original Return
o 4. Limited Estate
[!] 6. Decedent Died Testate (Attach
copy of Will)
o 9. Litigation Proceeds Received
2. Supplemental Return
DATE OF BIRTH (MM-DD-YEAR)
03-05-2005
03-06-1921
One West Main Street
Shiremanstown, PA 17011
OFFICIA~. SE ONLY
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None
130,959.66
None
20,000.00
87,359.07
None
None
(8)
29,670.76
11,568.16
(11 )
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
20. D
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0
i= 16.Amount of Line 14 taxable at lineal rate 0.00 x .045 (16)
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D.. 17.Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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0
0 18. Amount of Line 14 taxable at collateral rate 2,585.00 .15 (18)
>< x
~ 19. Tax Due
(19)
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(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
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D. Bogar
FIRM NAME (If applicable)
Bogar & Hipp Law Offices
TELEPHONE NUMBER
717-737-8761
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
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11,238.92
1~7,079.81
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1 ~4,494.81
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!2,585.00
0.00
0.00
0.00
387.75
387.75
Copyright 2002 form software only The Lackner Group, Inc.
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COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 1712B.0601 Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SqCIAL SECURITY OR DEATH CERTIFICATE NUMBER
\
REV.485 EX + (1.921
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SAFE DEPOSIT BOX
INVENTORY
187-16-6354
, DECEDENT'S NAME (LAST, FIRST, MIDDLE)
Davidson, Jane E.
. ADDRESS OF DECEDENT (STREET) (CITY)
5225 Wilson Lane, #318 Mechanicsburg
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
James D. Bogar, Esquire
(STREET ADDRESS) (CITY)
One West Main Street Shiremanstown
NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAME) (RELATIONSHIP)
James D. Bogar, Esquire None
(STREET ADDRESS) (CITY)
One West Main Street Shiremanstown
b. (NAME)
(RELA T10NSH IP)
(STREET ADDRESS)
(CITY) .
c. (NAME)
(RELATIONSHIP)
(STREET ADDRESS)
(CITY)
. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
PNC Bank, N.A.
(STREET ADDRESS)
325 Wesley Drive
. NAME OF PERSON MAKING LAST ENTRY
j~~- ~
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX
'5l ~llq.., l '3
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAME) . adt:I4tl
a\~ \.(.r.e/}iS "'"llq,[c~
(STREET ADDRESS) ,
'J1.l$ \,U-~ ~ ~t- 1.1.27
(CITY) - ct (STATE) (ZIP CODE) (CITY)
~ul.J..M ~. \iOSr
NAME AND TITLE OF EMPLOYE TA NG THE INVENTORY
~\J.~
(CITY)
Mechanicsburg
DATE AND TIME OF LAST ENTRY
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, TITLE UNDER WHICH BOX IS REGISTERED
b. (NAME)
(STREET ADDRESS)
WAS A WILL IN THE BOX? DYES )'lNO If yes, a. Date of will:
b. Name and address of personal representative, if named in the will
(NAME)
(STREET ADDRESS)
(CITY)
c. Name and address of attorney, if any
(NAME)
(STREET ADDRESS)
(CITY)
(ST A TEl
PA
(STATE)
PA
(STATE)
PA
(STATE)
(STATE)
(STATE)
PA
(STATE)
IZIP CODE)
17055
!ZIP CODE)
~ 7011
I
~IP CODE)
17011
'(~IP CODE)
I
(~IP CODE)
I
(tiP CODE)
17055
(~IP CODE)
"(ST ATE) , ,(Zip CODE)
(STATE)
(ZIIP CODE)
II
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Page
of
SAFE DEPOSIT BOX INVENTORY
INSTRUCTIONS
(1) Cash: Report total only.
(2) Stocks: list in detail every common or preferred certificate, warrant or other rights found in box. Stocks ore
to be designated by nome of company, certificate number, date of certificate, name in which stock is registered,
and number of shores and closs of stock.
(3) Obligations of U. S. Government: Number of items, dote of issue, face value, names in which registered
and type of ownership, i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by nome, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, lost dote appearing in
book, name of bonk and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe os fully os possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: list and describe as
fully as possible.
(8) All other contents.
ITEM
NO.
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ITEM DESCRIPTION
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7.
I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COpy OF
E TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE 0 OSIT BOX I VENTORY:
SIGN RE
es D. Bog
CHECK APPROPRIATE IlOX:
~xecutor(trixl 0 Administrotor(trixl
Attorney DEstate Representative 0 Joint owner of safe deposit box
NOTE: Attach additional 8V2" x 11" sheet (5) if necessary or use duplicates of this page of form.
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Rev-1503 EX+ (6-98)
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SCHEDULE B
STOCKS & BONDS
COMMON\NEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Davidson, Jane E.
FILE NUMBER
21-05-0227
ESTATE OF
All property joInUy-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VAWl E AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE o DEATH
1 28 shares of General Motors Corp. - Stock, Cusip 34.84 975.52
Nos.: 370442 10 5 (9 shares); 370442 10 5 (14 shares);
NE303-836 (5) shares
2 52 shares of Pennsylvania Power & Light Company - 54.73 2.845.96
Stock, Common - 52 shares-CUSIP Nos. 709051 10 6
(26 shares); 709051106 (26 shares)
3 6 shares of Pennsylvania Power & Light Company - 85.50 513.00
Stock, Preferred - 6 shares-No. NP/08041
4 The Pennsylvania Railroad Company - Certificate No. 0.00
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.
5 Wachovia Securities, LLC - Investment Account 24.054.78
6 United States Savings Bond - Two (2) Series I 2.570.40
$1,000.00 Bonds, Seriel Nos. 0016118551 and
MOO16118561
I
,
Total of Continuation Schedule(s) See a~ched page
TOTAL (Also enter on Line 2, Recapitulation) 1130.959.66
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
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RESI$TIfRIED:
THE CHASE MANHATTAN BANK,
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Wachovia Securities, LLC
117 North Braddock Street
Suite 100
Winchester, VA 22601
Tel 540 667-9700
Fax 540667-5745
800 627-2671
.
-~~~
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March 11,2005
Re: Jane E Davidson account
Dear Mr. Bogar,
II
WACHOVIAISECURITIES
i
I am attaching a current copy of Miss Davidson's account along with a list of her holdings and!. value
at the time of her death. Since she died on a Saturday, I have used the closing price on Friday~ March
4, 2005.
In order to liquidate the account we will have to open an Estate account, transfer shares over ~nd sell
from that account.
All necessary forms are included. We will also need a copy of the death certificate, an affidavit of
domicile and the court appointment of the executor.
We have highlighted information you will need to provide in order to complete the paperwot~ for
the Estate account. .
Our records show that this account was opened 1/18/1989.
Please return the forms at your convenience. Call me with any questions.
Very truly yours,
O~ c- ~
JOaP Dodson
Managing Director
ch~
JKD/jel
ME-,p,t)ef N\'SE./S\?C
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3/11/200501:44:07 PM
Acct: 2659-2656
Account Workbook
Positions
Details
g;l_________________~::~~E:~!_~.9_'~!~:!j~!~1J.I.:!~~_~!IEy.~.~?
MMFCode
....---------..---..-.--.------..---
Investment Objective D-Moderate Growth and Income
Managed Prod Cd
Statement Code
** BORD Restricted ** N
~!.r:t~~~!~___.______________..____________..___._..____.Q~LQ!l.!_~_?!
Account Information
2659-2656 WC03
JANE E DAVIDSON
Contact information
1j~~~~!!~}!~..____..____.?~?L~!::!}!!~'!
Business Phone
--.-....-..---------.--...---.---...-..--.
200! AJ,l.EGHENY EN ER.CiY INC .. .1A~_,. '
4?5. 7480() , ALU!lNg:~~R.ttIGJ:1 Ylf>:~ .. ,. . . AtftAX
2Q()\PQr:1JNIQI'J .p..~!iINc:_..YA.N.~ . D
753. 748QQ, I:Y.~R.GR.EENJ\[)JP.AI~F[):.A. ESAAX
5~4. 833Q():I:Y~p.GR.E~N. GLf3LLlc:~Q A EAGLX
465. 39700 ,FP.!INI<LIt-jPEt-jNT!~ It-jc:M .A. FRPAX
300..G~N~P.ALE:LJ:9E!Cc:9!'1P!INY GE
534.1??()()t:1F!it:1YNIc: '-rIINc:t:1E:~A . M!'1.tft)(.
},2 08 ?<;YPClE:P.HIGtt INC:!'1FtJf'JP:.A.'<:tft AX
834. 53400 ! SCUClPER MY~l1:t:1I<IIf'Jc:9t:1~I<:!'1M
200 SOUTHERN COMPANY 0
__, 'n~v""<~'"
.1100()~Me~IT9N~~p.G....t:1KTIi,INc: ,JEI
916.79600, VAN KAMPEN GRIH & ING1 A ACGIX
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6.1900
74.2800
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9.3600
15.8600
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10. 44()().
36. 1300
8.3400
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10.2400
32.0900
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14.5400.
20.5200
,054.78
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Page: 1
Balances
I~1~!~~_Y~I...____________)~1, 70~:Z()
Funds Available 537.55
cas-h-ifal------....---------------S37.55
Margin Sal
MMF Sal
Fed Call
Fax Phone
-.---..---."--.----
SEG . Yes._
SKF Yes
SEG . Yes
SKF Yes
5KF Yes
SKF . Yes
SEG Yes
SKF Yes
SKF Yes
5EG ..' Yes
SEG . Yes
5EG Yes
SKF . Yes
The material has been prepared or is distributed solely for information purposes and does not supersede the proper use of your WachoviCil Securities
client statements and/or trade confirmations, which are considered to be the only official and accurate records of your account activity. If tihere any
discrepancies between this and your client statement, please call your local branch manager. Any market prices are only indications of njarket values,
are subject to change, and may not reflect the value at which the securities could be sold. Additionally, the report is prepared as of trade (late, rather
than settlement date, and may be prepared on a different date than your statement. The information contained in this report may not reflect all holdings
or transactions, their costs, or proceeds in your account. The MMF code in the report header indicates how money market account balanqes are
treated. Contact your investment executive for further information.
This report is not a substitute for your own records and the year-end 1099 form. Cost data and acquisition dates provided by you are not ~erified by
Wachovia Securities. Wachovia Securities does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any
action that may have tax consequences. .
Securities and Insurance Products: are Not FDIC - Insured, Not Bank Guaranteed, and May Lose Money.
Wachovia Securities, LLC., and Wachovia Securities Financial Network, LLC, members SIPC, are registered broker-dealers and separate non-bank
affiliates of Wachovia Corporation.
,
.
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Wachovia Securities, LLC
117 North Braddock Street
Suite 100
Winchester, VA 22601
Tel 540 667-9700
Fax 540 667-5745
800627-2671
.
-~~
--~
Date of Death Values
Allegheny Energy Inc
AllianceBer High Yld-A
Dominion Res Inc Va New
Evergreen Adj Rate Fd-A
Evergreen Glbl LIC Eq A
Franklin Penn TIE Incm A
General Electric Company
MFS Muni Hi Inc CI A
Scudder High Inc Fund -A
Scudder Multi Mkt Income
Southern Company
Templeton Emerg Mkts Inc
Van Kampen Grth & Inc A
MEmrJEr NYSE/SIPC
WACHOVIA, SECURITlES
$20.15
$6.21
$74.25
$24.43
$16.03
$10.49
$36.12
$8.37
$5.65
$9.77
$32.60
$14.32
$20.73
- II
..Jet V JJ1g~ nUllU LalcUlator
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Page 1 of 1
Value As Of
03/2005
I Update I
Bond Info
Series
Denomination
Serial Number
Issue Date
I Bonds
$ 1,000
[] Add.
Results
# Bonds
2
Total Price
$2,000.00
Total Interest
$570.40
Total Value
$2,570.40
YTD Interest
$35.120
Issue
Serial Number Date Series
Issue
Denom Price
Interest Value
M0016118551 10/2000 I
M0016118561 1012000 I
$1,000 $1,000.00
1,000 1,000.00
$285.20 $1,285.20
285.20 1,285.20
Interest
Rate
6.02%
6.02%
Next Final!
Accrual Maturity Note
0412005 1012030 P5 101111
0412005 1012030 P5 IOie11
le end
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
Please rate this service.
(Please print and/or save this page before submitting your survey)
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Submit Survey ] [ Reset l
tp://wwws.publicdebttreas.gov/BC/SBCPrice 11/2/2005
II
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187 16 6354
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JANE E DAVIDSO.N ::.
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325 WESLEY DR APT 32.0
MECHANICSBURG - \ P]055-3574
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Rev-1507 EX+ (6-98)
.
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
COw.1ONV'lEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Davidson, Jane E.
FILE NUMBER
21-05-0227
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1 Treasury Direct - U.S. Treasury Note; Cusip No. 9128276N7
VAL.liJE AT DATE
OF DEATH
10,000.00
2 Treasury Direct - U.S. Treasury Note; Cusip No. 912828BU3
10,000.00
TOTAL (Also enter on Line 4, Recapitulation)
20.000.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule D (Rev. 6-98)
TO 5177 (Aug. 2004)
II
Mailing Number: 021007284
'. ..
TreasuryDirect
www.treasurydirect.gov
1-800-722-2678
1-617-994-5500 (Outside the U.S.)
~~~~m~i$\!~~i'~~it.~~~m~:::::::m:',:::1"im::':::;!::F"
TREASURY DIRECT
P.O.BOX 567
PITTSBURGH PA 15230-0567
PHONE: (800) 722-2678
JAMES D BOGAR
DAVIDSON DECD
ONE WEST MAIN
SHIREMANSTOWN
EX U/W OF JANE E
ST
PA 17011
1'f~~p~Y:~~~ifJ.~ijml~~U9il:iN9;1 ~ . Confidential
1~"jm\Yi.tl1"gJ~I:$t.Jij~;1 No withholding
Payments made by direct deposit to:
COMMERCE BANK
Routing Number: 031301846
Name on Account: JANE E DAVIDSON ESTATE
SAVINGS Account Number: Confidential
1'lt~~9*~~~~~~;1 (717) 737-8761
ACCOUNT HOLDINGS
NO HOLDINGS
TRANSACTION HISTORY
For 02/06/2004 to 04/29/2005
H.....H.............
...................
. . . . . . . . . . . . . . . . .
. . . . . . . . . . .. .
............... ....................
............... ..................
..._........... ..........d.... .............
............... .,. .........................................
.............. ........ ....d..................... ...........
)<~?{((})}fi~~A~~~gf~t~~~'~J.~#gf#~~ ..
... ........ .....
.... ..
..'J()~/~~t.2O'~~.~ .............:,.
05/15/04 'Jl28276N7
5 3/4 NOTE F 05
Interest Pay.ent
287.50
06/30/04 912828BU3
1 7/8 NOTE T 05
Interest Pay.ent
93.75
11/15/04 9128276N7
5 3/4 NOTE F 05
Interest Pay.ant
287.50
12/31/04 912828BU3
1 7/8 NOTE T 05
Interest Payment
93.75
IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT, PLEASE CONTACT YOUR TreasuryDirBCtOFFICE AND PROVIDE YOUR ACCOUNT NUMBER
'.
.. TO 5177 (Aug. 2004)
f1
Mailing Number: 021007284
04/25/05 9128276N7 5 3/4 NOTE F 05
Transfer Out
-10,000
04/25/05 912828BU3 1 7/8 NOTE T 05
Transfer Out
-10,000
...................
...................
.................
................ ..............................-.. .....
............,......-...-....... .......... ......... ..........................................-..........,.... ........,.................... .........
.............. ......... ....... .......... -................. .......... -.......... .... .....
....... ...... .. . ................ . ...... .........
H::.:=::.:.:::::':::.:;;:;:;.:!:.::::::iii:!!!~~If=i!r~~i!~~t:~:~~!<:.:.::!:!i!::.!.!::::i!i!i::r~~/~9.'.~O'~~::,i::::::ij:::::'i.::!:':::::::!:::!!!!::::!l!!l!!!::
.:.:-:-:.:.:.:.:.;-:.:-.:.:.:.:-:.
.. ............
...... .........
..... -.
IMPORTANT MESSAGE
IF YOU MOVE PERMANENTLY, CONTACT US TO CHANGE YOUR ADDRESS. OUR MAILING METHODS! bo NOT
ALWW TREASURYDIRECT MAIL TO BE FORWARDED WHEN THE ADDRESSEE HAS MOVED PERMANENTLY. IF
YOUR ADDRESS CHANGE IS ONLY TEMPORARY, JUST LET THE POST OFFICE KNOW AND THEY WILL FORWARD
YOUR TREASURYDIRECT MAIL.
IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT. PLEASE CONTACT YOUR TreasuryDirectOFFICE AND PROVIDE YOUR ACCOUNT NUMBER
" \
Rev-1508 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Davidson, Jane E.
FILE NUMBER
21-05-0227
ITEM
NUMBER
Include the proceeds of I~igation and the date the proceeds were received by the estate.
All property jolnlly-owned with the right of survivorship must be disclosed on schedule F.
DESCRIPTION
1
Cash - In home and wallet; travelers checks
177 .52
2
Highmark Blue Shield - Insurance claim reimbursement
8.728.59
3
Highmark Blue Shield - Insurance claim reimbursement
6.193.53
4
Highmark Blue Shield - Insurance claim reimbursement
7,869.17
5
Highmark Blue Shield - Insurance claim reimbursement
1.968.69
6
John Hancock Financial Services - Long Term Care Claim Reimbursement
3.360.00
7
Penn National Insurance - Refund of Premium
57.00
8
Penn Treaty Network American Ins. Co. - Refund of premium
28.77
9
PNC Bank - Certificate of Deposit, Account No. 31300226860, date of death value
$2,892.52; accrued interest $2.44
2.894.96
10
PNC Bank - Checking Account, Account No. 5140014888, date of death value
$23,312.13; accrued interest $0.39
23.312.52
11
PNC Bank - Savings Account, Account No. 5003783381, date of death value
$8,578.33; accrued interest $7.47
8.858.80
12
PNC Bank - Savings Account, Account No. 5130071029, date of death value
$2,078.36; accrued interest $0.04
2.078.40
13
Personal Property - Sold at Public Sale
6.696.85
Total of Continuation Schedule(s)
See a ched page
TOTAL (Also enter on Line 5, Recapitulation)
I
187.359.07
I
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner GrouP. Inc.
Form PA-1500 Schedule E (Rev. 6-98)
" \
Rev-1508 EX+ (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE T IV( RETURN
RESIDENT DECEDENT
ESTATE OF
Davidson, Jane E.
FILE NUMBER
21-05-0227
ITEM
NUMBER
DESCRIPTION
VALL)E AT DATE
Oft DEATH
I
20
14
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
15
Personal Property - Specifically Bequeathed-Antique Sunburst Brooch and Daisy
Ear Ring Drops-value as listed on attached appraisal
425.00
16
Personal Property - Specifically Bequeathed-Six (6) silver coin teaspoons-value as
listed on attached appraisal
75.00
17
Personal Property - Specifically Bequeathed-Elgin Watches and Fluer-de-Iis
pin-value as listed on attached appraisal
240.00
18
Personal Property - Specifically Bequeathed-Mahogany sewing table-value as listed
on attached appraisal
475.00
19
Personal Property - Sold at Public Sale
136.50
PNC Bank -IRA Account, Account No. 75900021953, date of death value $11,907.40,
accrued interest $30.37
11.937.77
TOTAL (Also enter on Line 5, Recapitulation)
187.359.07
I
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
'. \
o PNCBAN<
March 28, 2005
Mr. James D Bogar
One West Main St.
Shiremanstown, P A 17011
scp
RE: Estate of Jane E Davidson (Deceased)
SSN: 187-16-6354
DOD: 03-05-2005
Dear Mr. Bogar:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account #31300226860 Established 04-29-2002
JANE E DAVIDSON
DOD balance: $2,892.52 + $2.44 accrued interest
Checking Account
Account #5140014888 Established 01-01-1978
JANE E DAVIDSON
DOD balance: $23,312.13 + $0.39 accrued interest
Savings Account
Account #5003783381 Established 11-18-2002
JANE E DAVIDSON
DOD balance: $8,578.33 + $7.47 accrued interest
Account #5130071 029 Established 12-01-1982
JANE E DAVIDSON
DOD balance: $2,078.36 + $0.04 accrued interest
Page 1 of2
II
" \
IRA Account
Account #75900021953 Established 01-15-2002
JANE E DAVIDSON
DOD balance: $11,907.40 + $30.37 accrued interest
For IRA of Beneficiary information, please call1-888-PNC-IRAS.
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office. .
Sincerely,
~'2.~
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-F
500 First Ave.
Pittsburgh P A 15219 Member FDIC
Page 2 of2
'. ..
ROWE'S AUCTION SERVICE
2505 RITNER illGHW A Y
CARLISLE, PA 17013
717-249-1978
JmnesD.BogM,Attomey
1 West Main St.
Shiremanstown, P A 17011
RE: Estate of Jane E. Davidson
Auction Proceeds:
Personal Property
Less 30% commission(includes labor & advertising)
T otalless commission.
Return ofCash(coins with no collector value)
Total due Estate
*Coins with some collector value will be sold May 10
Appraisal of Personal Property per Will
Sixth - 6 coin silver spoons
Seventh - Elgin Watch wI chain
Elgin Watch
Fluer-de-lis pin
Eighth - Mahogany Sewing Table
$75.00
115.00
90.00
35.00
475.00
1 \
April 30, 2005
$9484.00
-2845.20
$6638.80
+ 58.05
$6696.85
\..........~...?>. ~
Willimn G. Rowe
"
This estate jewelry appraisal was prepared by
Henderson & Co. Jewelers, Inc,
Windsor Park Shopping Center
Mechanicsburg, PA 17050
(717) 766-7771
for:
Estate of Jane E. Davidson
c/o
James D. Bogar, Esquire
One West Main Street
Shiremanstown, PA 17011
" ,
Thi~ appraisal was prepared March 25, 2005.
The price of gold was approximately $435.00 per ounce.
This was the price of gold 3/5/05 - date of death.
The following equipment was used in preparing this jewelry appraisal:
Binocular Microscope
Color Master Stones
Dial Gauge
Table Gauge
Electronic Scale
The appraiser was David A. Henderson, Gemologist of th~ Gemological Institute of
America, no. 3561240.
This jewelry appraisal was prepared for insurance purposes only.
G.I.A. grading terminology was used in preparing this jewelry appraisal.
This appraisal was prepared for estate purposes only. The values given represent a fait
price that the items could be expected to bring in a reasonable time period if sale was '
necessary to settle the estate. This is based on prices obtained for similar items in our!
area at the time this appraisal was prepared, or recent auction prices for similar items.
The condition of the gems and their mountings was factored in when arriving at these
vqJues.
This jewelry appraisal does not represent an offer to buy nor does Henderson & Co.
Jewelers have a stake in these items.
Item 1
LADY'S DIAMOND RING
One yellow gold fashion ring of cast and assembled construction. Ring is stamped 14
Karat.
Six round diamonds (1 major,S side stones) are bezel set in gold swirls on the top os
this ring. The ring has a narrow slight by-pass shank.
MAJOR DIAMOND: One Round Brilliant Cut Genuine Diamond
Diameter: 5.2 mm
Weight: approximately .50 carat
Clarity: 5Il
Color: H
SIDE DIAMONDS: Rve Round Brilliant Cut Genuine Diamonds
Diameter: 2.8 mm
Weight: .08 carat each, .40 Ct. T.W.*
Clarity: 511-512
Color: H
* One side stone is badly chipped. This stone is too small to recut, has no value as is.
Total weight of mounting with diamonds 6 dwt.
Total diamond weight .90 ct. T.W.
ESTATE VALUE.... ........................................ .............. ... ... ....... ... .$1,070.00
.
.
Item 2
GREEN STONE AND DIAMOND RI"\;
This yellow gold (approximately 14 Karat) cluster ring is a traditional cluster style with
multiple diamonds surrounding a center stone.
The oval center stone is a simulated emerald. Rfteen prongs hold this stone. Fifteen
old mine cut diamonds surround the center. Fishtail settings hold the side stones.
SIMULATED EMERALD: One OVal Faceted Glass and Gamet Double
This is an obsolete method of simulating gems.
DIAMONDS: Rfteen Old Mine Cut Genuine Diamonds
Size: approximately 2 mm x 2 mm
Weight: .05 carat each, .75 ct. T.W.
Clarity: VS2 to 11
Color: approximately I
ESTATE VALUE............................. ....................................... ...$350.00
"
Item 3
EMERALD AND SIMULATED DIAMOND EAR STUDS
This pair of basic ear stud mountings consists of an oval basket style setting with a three
round stone cluster at the top. A friction post and nut secures the studs on the ears.
One oval emerald and three simulated diamonds are set in each.
EMERALDS: Two (one in each stud) OVal Faceted Genuine Emeralds
(Promotional quality)
Dimensions: 7 mm x 5 mm
Weight: approximately.75 carat each
Color: light green
Clarity: moderately included
SIMULATED DIAMONDS: Six (three in each) Cubic Zirconias
EST' A TE VALUE.............. ........ ....... ........ ............... ....... .............. .... .$300.00
"
Item 4
COSTUME JEWELRY EAR STUDS
One pair of yellow bas metal ear studs. Each stud is set with a green foil back
(rhinestone).
NO VALUE
Item 5
NINE STRAND RICE KRISPY PEARL NECKLACE
This multi-strand necklace consists of nine strands of unknotted fresh water pearls. A
gold plate on sterling (vermeil) clasp secures the necklace.
PEARLS: Tissue Nucleated, Freshwater Cultured Pearls
Shaped: Crinkled oval
Size: 4 x 2.5 mm
Color: light cream
Luster: good
ESTATE VALUE.. .... ........... ........ ....... ..... .... ............ ...... ...... .....$40.00
Item 6
SIMULATED PEARL STRAND
No Value
,
.
Item 7
ANllQUESUNBURSTBROOCH
One yellow gold (approximately 14 Karat) sunburst brooch pendant combo set with half
see pearls. A fold-down swirl bail enables the wearer to use this brooch as a pendant.
The brooch is 1 inch diameter.
ESTATE VALUE.............. ........ ....... .............................. ......$300.00
DAISY EAR RING DROPS
One pair, of approximately 14 Karat yellow, gold ear rings, bead set with half seed
pearls. The gold filled wires on these are not original.
ESTATE VALUE.. ......... ......... .............. ........................... ...$125.00
--
'fEASpOOtlS
Item 8
Si" 19\1"1 centUf'/ coin siwer teaspoons.
Monogrammed L Mer
..................$1.0.00 ead\
fS\" I.:tf. ""LUf.......................................... $60-00 wta'
--
\
"
Item 9
CULTURED PEARL EAR STUDS
One pair of 14K yellow gold basic pearl studs. Each stud is set with one white pearl.
PEARLS: Two (one in each stud) "Akoya" Saltwater Cultured Pearls
Shape: near round
Diameter: 7 mm
Color: white, light rose' overtone
Luster: fair
Surface: fair
ESTATE VALUE. ... ... ............ ..................... ....... ..... .......... ..$75.00
Item 10
"MAlORICA" SIMULATED PEARL STUDS
One pair of simulated pearls on base metal stud mountings -7 mm diameter.
ESTATE VALUE........ ..... ... ........ .... .... ......... ..................... ..$10.00
II I.
REV-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Davidson, Jane E.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-05-0227
ESTATE OF
ITEM I
NUMBER DESCRIPTION AMOWNT
A. FUNERAL EXPENSES:
See continuation schedule{s) attached 12,140.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Bogar & Hipp Law Offices 12,675.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 310.00
5. Accountant's Fees 350.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 4,195.76
See continuation schedule{s) attached I
TOTAL (Also enter on line 9, Recapitulation) i 29,670.76
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
.
.
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
CO!N.1ONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Davidson, Jane E.
FILE NUMBER
21-05-0227
ITEM AMOUNT
NUMBER DESCRIPTION
1 Eby Granite Works - Monument 3.091.00
2 Stone and Murray - Funeral 9.049.00
Subtotal 12.140.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule !-l-A (Rev. 6-98)
"
Rey.1502 EX+ (6-98)
*'
SCHEDULE H-87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
Davidson, Jane E.
FILE NUMBER
21-05-0227
ESTATE OF
ITEM
NUMBER DESCRIPTION
1 Cumberland County Prothonotary - Copies
2 Cumberland Law Journal - Estate Notice
AMOUNT
i 14.50
75.00
80.00
94.62
8.00
20.00
4.00
1.000.00
3 Henderson & Company Jewelers Inc. - Jewelry Appraisal
4 Patriot-News - Executor's Notice
5 Register of Wills - Short Certificates (2)
6 Register of Wills - Short Certificates (5)
7 Register of Wills - Copies
8 RESERVES: - Costs to conclude administration of Estate including filing fee for PA
Inheritance Tax Return, Inventory and First and Final Account; preparation of
Personal and Fiduciary Income Tax Returns
9
Rowe's Auction Service - Commission on Sale of Personal Property
2.845.20
10
Rowe's Auction Service - Commission on Sale of Personal Property
34.00
11
United States Postal Service - Certified Mailings
20.44
i
Subtotal
4.195.76
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule HJB7 (Rev. 6-98)
"
Rev-1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONII'vlW.TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Davidson, Jane E.
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Alert Pharmacy - Prescriptions
2 Alert Pharmacy - IV Supplies
3 Bethany Village - Skilled and Personal Care - Final Illness
4 Bethany Village - Skilled and Personal Care - Final Illness
5 Bonnie K. Miller - Personal Tax
FILE NUMBER
21-05-0227
6 Central Pa. Hematology & Medical Oncology Assoc. PC - Medical Bill - Final
7 Conner Rich Associates - Medical Bill - Final
8 East Pennsboro Ambulance Service - Medical Bill - Final
9 Hershey Kidney Specialists Inc. - Medical Bill - Final
10 Hershey Kidney Specialists Inc. - Medical Bill - Final
11 Lower Allen Twp. Emergency Med. Service - Medical Bill - Final
12 Mobile X-Ray Imaging - Medical Bill - Final
13 Pinnacle Health Emergency - Medical Bill - Final
14 Pinnacle Health Emergency - Medical BiII- Final
15 Pinnacle Health Hospitals - Medical Bill - Final
16 Pinnacle Health Hospitals - Medical Bill - Final
Total of Continuation Schedule(s)
TOTAL (Also enter on Line 10, Recapitulation)
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
:
VAILUE AT DATE
qF DEATH
8.298.45
161.34
2.277 .39
108.09
9.80
78.37
9.21
100.00
3.16
2.01
12.39
35.26
7.56
7.56
52.62
79.17
I
See attached page
I 11,568.16
Form PA-1500 Schedule I (Rev. 6-98)
"
Rev-1512 EX" (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
continued
COMMON~THOFPENNSYLVAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
:
ESTATE OF
Davidson, Jane E.
FILE NUMBER
21-05-0227
ITEM
NUMBER
17
DESCRIPTION
PNC Financial Services Group - Premium for healthcare-February 2005, paid after
date of death
VAl.; E AT DATE
o DEATH
325.78
TOTAL (Also enter on Line 10, Recapitulation)
11.568.16
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule I (Rev. 6-98)
"
REV.1513 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Davidson, Jane E.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-05-0227
ESTATE OF
RELATIONSHIP TO
DECEDENT
Do Not List Trustee/sl
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
See attached schedule
Total 2,585.00
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
See continuation schedule(s) attached
94,494.81
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
194,494.81
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
II
. . ..
SCHEDULE .J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Jane E. Davidson 187 -16-6354 03/05/2005
Item Name and Address of Person(s) Share of Estate Amoultlt of Estate
Number Receiving Property Relationship (Words) ($s$)
1 Katherine Fussell Other Diamond ring, 1,845.00
1390 South lake Howard Drive emerald and
Winter Haven, Fl 33880 diamond ring, oval
shaped emerald
earrings; nine (9)
strand freshwater
pearl necklace,
freshwater pearl drop
2 Elma T. Kreps Other Two antique Elgin 240.00
325 Wesley Drive, Apt. 3227 Watches; one gold
Mechanicsburg, PA 17055 chain; one gold
Fleur-de-lis Pin
3 Jane E. Kuhn Other Specific bequest of 75.00
564 S. 3rd St. Six (6) coin silver
lemoyne, PA 17043 teaspoons
4 Fred D. Oyler Cousin Cherry and 0.00
519 Bosler Drive curly-maple chest of
Carlisle, PA 17013 drawers; walnut side
chair-Bequest given
one year prior to
death
5 Susan Shockey Other Antique pearl 425.00
5232 Meadowbrook Drive sunburst pin and
Mechanicsburg, PA 17055 matching earrings
Total 2,585.00
1
"
Rev-1502 EX+ (6-98)
SCHEDULE .I.IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
*'
COMMON~THOFPENNSYLVAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Davidson, Jane E.
FILE NUMBER
21-05-0227
ITEM PlMOUNT
NUMBER DESCRIPTION
1 Big Spring United Presbyterian Church 119.401.99
Corporation Street
Newville, PA 17241
TIN: 23-352373
2 Front Royal Presbyterian Church 38.803.96
117 Luray Avenue
Front Royal, VA 22630
TIN: 54-6045158
3 Pi Beta Phi Foundation for Arrowmont 38.803.96
1154 Town and Country Commons Drive
Chesterfield, MO 63017
TIN: 43-1542735
4 Baughman Memorial United Methodist Church 38.803.96
3rd & Bridge Street
New Cumberland, PA 17070
TIN: 23-1401517
5 Care Assurance Endowment Fund 58.205.94
Bethany Village
325 Wesley Drive
Mechanicsburg, PA 17055
TIN: 23-1401534
Copyright (c) 2002 form software only The Lackner Group, Inc.
I
Form PA-1500 Schedule J..IIB (Rev. 6-98)
"
Rev-1502 EX+ (6-98)
.
SCHEDULE .I.IIB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Davidson, Jane E.
FILE NUMBER
21-05-0227
ITEM I
NUMBER DESCRIPTION ~OUNT
6 Cumberland County Historical Society 475.00
21 N. Pitt Street
Carlisle, PA 17013
TIN: 23-1522656
Subtotal 1194.494.81
T
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
'. .:,..
:2
\
~
1
7)
~
~
A
LAST WILL AND TEST AMENT
OF
JANE E. DAVIDSON
I, JANE E. DAVIDSON, of Lower Allen Township, Curnbe:q::.=:
land County, Pennsylvania, make, publish and declare this-as aifld
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for my Last Will and Testament, hereby revoking all othe.riWilliti~:)
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and Codicils heretofore made by me.
FIRST:
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Except as specifically set forth herelnbelo~, I
direct that all of my personal property, of whatever nature anid
whatever type, be sold by a reputable auctioneer to be selecteb
by my Executor, as hereinafter named, in consultation with my
cousin, FRED D. OYLER, of 519 Bosler Drive, Carlisle,
Pennsylvania. The proceeds resulting therefrom shall be and
become a part of the rest, residue and remainder of my estate, to
be disposed of as set forth hereinbelow.
SECOND: I direct that my burial take place in the
Family Plot, Lot No. 412, Big Spring Presbyterian Graveyard,
Newville, Pennsylvania. Further, I direct that my Executor, as
hereinafter named, provide a headstone for my grave, same to b~
purchased from Eby Granite Works, Newville, Pennsylvania, which
headstone shall be consistent in appearance with the other head-
stones in the Family Plot.
THIRD: I give and bequeath to KATHERINE FUSSELL, of
698 Circle View Road, Luray, Virginia, the following specificatly
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designated items of personal property:
(A) Diamond ring consisting of six (6) diamonds whi~h
was given to me by my sister.
(B) Emerald and diamond ring belonging to my mother
who gave same to my sister.
(C) Oval shaped emerald earrings with three (3)
diamonds each; nine (9) strand freshwater pearl necklace, fresh-
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water pearl drop earrings; double strand freshwater pearl
necklace - all given by KATHERINE'S grandmother to my sister.
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FOURTH: I give and bequeath my antique pearl sunbu~st
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pin, which belonged to my mother, and matching earrings, to SUSAN
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SHOCKEY, of 5232 Meadowbrook Drive, Mechanicsburg, pennsYlvan~a.
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SUSAN SHOCKEY is the daughter of my good friend, Betty Gayman.i
FIFTH: I give and bequeath my cherry and CUrly-map~e
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chest of drawers with glass knobs, and my walnut side chair w~th
an eggplant needlepoint seat, which came from the Davidson
Family, to my cousin, FRED D. OYLER, provided, however, that
should he predecease me, then to his son, THOMAS S. OYLER.
SIXTH: I give and bequeath my six (6) coin silver
teaspoons bearing the initials ilL. Me. F.", which have passed
successively to the youngest daughter of each generation of my
family, to my namesake, JANE ELIZABETH KUHN. It is my desire!
that, insofar as possible, JANE ELIZABETH KUHN establish in he~
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family the same custom of having the teaspoons descend to the i
youngest daughter of each generation as has existed in my fami~Y.
SEVENTH: I give and bequeath the following to my gobd
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friend, ELMA T. KREPS, of 325 Wesley Drive, Apartment 3227,
Mechanicsburg, Pennsylvania: Two Antique Elgin Watches; one g~ld
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chain that goes with the watches; and one gold Fleur-de-Lis Pi*.
EIGHTH:
I give and bequeath my mahogany sewing tabl$
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by Rebecca Wightman, an earty
the CUMBERLAND COUNTY HISTOi-
with glass knobs (originally owned
Carlisle public school teacher) to
ICAL SOCIETY.
NINTH: Should any of the individuals set forth in
Clauses THIRD, FOURTH, FIFTH, SIXTH and SEVENTH predecease me, I
direct that those bequests shall lapse and shall be and become a
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part of the rest, residue and remainder of my estate to be dis1
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tributed as set forth hereinbelow.
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TENTH: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, as follows:
(A) Ten (10%) percent thereof to the BIG SPRING UN]TED
PRESBYTERIAN CHURCH of Newville, Pennsylvania, in memory of tlie
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James Talbot Dunfee Family. If, however, the BIG SPRING UNIT~D
PRESBYTERIAN CHURCH of Newville, Pennsylvania, is not in
existence at the time of my death or if said Church has merge~
with some other Church prior to my death, I direct that this
residuary bequest shall lapse and be and become a part of the
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rest, residue and remainder of my estate to be distributed in ~he
same proportion as the remaining residuary bequests as set forth
herein.
(B) Twenty (20%) percent thereof to the FRONT ROYAL
PRESBYTERIAN CHURCH of Front Royal, Virginia, in memory of my
sister, SARA DAVIDSON PLEASANTS and her husband, MARION M.
PLEASANTS.
(C) Twenty (20%) percent thereof to the PI BETA PHI',
FOUNDATION FOR ARROWMONT, of 1154 Town & Country Commons Drive,!
Town & Country, Missouri 63017.
(D) Twenty (20%) percent thereof to the BAUGHMAN
MEMORIAL UNITED METHODIST CHURCH of New Cumberland, Pennsylvan~a.
(E) Thirty (30%) percent thereof to the CARE ASSURANCE
ENDOWMENT FUND, Bethany Village, Mechanicsburg, Pennsylvania.
ELEVENTH: In addition to all powers granted to them ~y
law and by other provisions of this Will, I give the fiduciarieis
acting hereunder the following powers, applicable to all proper~
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ty, exercisable without court approval and effective until actu~l
distribution of all property:
(A) To sell at public or private sale, or to lease, i
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for any period of time, any real or personal property and to giye
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options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property aJd
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estat~
and to enter into agreements concerning the partition, subdiv~-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, witHout
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restriction to investments authorized for Pennsylvania fiduci-!
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aries, as are deemed proper, without regard to any principle df
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diversification, risk or productivity.
(E) To exercise any option, right or privilege gra~ted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by Ithe
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Federal and other tax laws, including, but not ne~essarily beipg
limited to, personal income, gift and estate or inheritance ta~
laws.
(8) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in or~er
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to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
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extent the plan or the law permits them to do so, and to exercfse
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any other rights which they may have under the plan, in whatever
manner they consider advisable.
TWELFTH: I direct that all inheritance, estate,
transfer, succession and death taxes, of any kind whatsoever,
which may be payable by reason of my death, whether or not witlh
respect to property passing under this will, shall be paid ou~ of
the principal of my residuary estate.
THIRTEENTH: All interests hereunder, whether princi~al
or income, which are undistributed and in the possession of th~
fiduciaries acting hereunder, even though vested or distribut-i
able, shall not be subject to attachment, execution or sequest~a-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
FOURTEENTH: I nominate and appoint JAMES D. BOGAR,
Executor of this, my Last Will and Testament. I direct that
Executor, shall not be required to post security or a bond for
the performance of his duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this ;Z~ It.cL day of
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Ll. (21 &!~. d4AA \
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JANE ~! DAVIDSON
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(SEAt)
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Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
Address
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