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Home My WebLink About02-02-06 Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-05-0227 Estate of Jane E. Davidson, Deceased FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTIONS James D. Bogar, Executor Date of Death: 03/05/2005 Date of Executor's Appointment .....Q3/{)5/2005 Date of First Advertisement of Letters: 03/25/2005 Accounting for the Period: 03/05/2005 to 0210212006 Purpose of Account: James D. Bogar, Executor, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: James D. Bogar Attorney Identification No. 19475 Bogar & Hipp Law Offices One West Main Street Shiremanstown, PA 17011 717-737-8761 " , SUMMARY OF ACCOUNT Estate of Jane E. Davidson, Deceased For the period of March 5. 2005 throuQh Februarv 2. 2006 Proposed Distributions to Beneficiaries PRINCIPAL Receipts: This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Commissions Fees Family Exemption Balance Before Distributions Transfer to (from) Principal Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements Balance Before Distributions Transfer to (from) Income Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND PaQe 13-14 1-3 4-5 6 6 7 7 8 9-10 11-12 Current Value 0.00 11,568.16 12,140.00 3,257.51 368.36 0.00 13,025.00 0.00 Fiduciary Acquisition Value 142,460.46 243,091.29 -4,422.88 238,668.41 40,359.03 198,309.38 0.00 59,060.00 139,249.38 3,211.08 0.00 3,211.08 0.00 3,211.08 0.00 0.00 3,211.08 142,460.46 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 03/05/2005 Cash - In home and wallet; travelers checks 177.52 03/05/2005 PNC Bank - Certificate of Deposit, Account No. 2.894.96 31300226860, date of death value $2,892.52; accrued interest $2.44 03/05/2005 PNC Bank - Checking Account, Account No. 23.312.52 5140014888, date of death value $23,312.13; accrued interest $0.39 03/05/2005 PNC Bank - Savings Account, Account No. 8.585.80 5003783381, date of death value $8,578.33; accrued interest $7.47 03/05/2005 PNC Bank - Savings Account, Account No. 2.078.40 5130071029, date of death value $2,078.36; accrued interest $0.04 03/05/2005 PNC Bank - IRA Account, Account No. 11.937.77 75900021953, date of death value $11,907.40, accrued interest $30.37 03/14/2005 John Hancock Financial Services - Long Term 3.360.00 Care Claim Reimbursement 05/03/2005 Highmark Blue Shield - Insurance claim 1.968.69 reimbursement 05/03/2005 Penn National Insurance - Refund of Premium 57.00 05/06/2005 Cash - Overpayment by Rowe's Auction 0.15 05/06/2005 Highmark Blue Shield - Insurance claim 8.728.59 reimbursement 05/10/2005 Highmark Blue Shield - Insurance claim 6.193.53 reimbursement 05/1 0/2005 Highmark Blue Shield - Insurance claim 7.869.17 reimbursement 10/11/2005 Penn Treaty Network American Ins. Co. - Refund 28.77 of premium 1 0/18/2005 MetLife - Life Insurance Proceeds - Paid to the 5.045.41 Estate 82.238.28 Personal Property 04/30/2005 Personal Property - Sold at Public Sale 6.696.85 1 SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value 04/30/2005 Personal Property - Specifically 1.845.00 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 04/30/2005 Personal Property - Specifically 425.00 Bequeathed-Antique Sunburst Brooch and Daisy Ear Ring Drops-value as listed on attached appraisal 04/30/2005 Personal Property - Specifically Bequeathed-Six 75.00 (6) silver coin teaspoons-value as listed on attached appraisal 04/30/2005 Personal Property - Specifically 240.00 Bequeathed-Elgin Watches and Fluer-de-Iis pin-value as listed on attached appraisal 04/30/2005 Personal Property - Specifically 475.00 Bequeathed-Mahogany sewing table-value as listed on attached appraisal 06/06/2005 Personal Property - Sold at Public Sale 136.50 9.893.35 Stocks I Listed 03/05/2005 28.0000 shares General Motors Corp. - Stock, Cusip 975.52 Nos.: 370442105 (9 shares); 370442 105 (14 shares); NE303-836 (5) shares 03/05/2005 52.0000 shares Pennsylvania Power & Light Company - 2.845.96 Stock, Common - 52 shares-CUSIP Nos. 709051 106 (26 shares); 709051 106 (26 shares) 03/05/2005 6.0000 shares Pennsylvania Power & Light Company. 513.00 Stock, Preferred - 6 shares-No. NP/08041 2 SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value 03/05/2005 share The Pennsylvania Railroad Company - 0.00 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. 03/05/2005 Wachovia Securities, LLC - Investment Account 124.054.78 128.389.26 Bonds 03/05/2005 United States Savings Bond - Two (2) Series I 2.570.40 $1,000.00 Bonds, Seriel Nos. 0016118551 and M0016118561 2.570.40 Mortaaae I Note Receivable 03/05/2005 1.0000 Treasury Direct - U.S. Treasury Note; Cusip No. 10.000.00 9128276N7 03/05/2005 1.0000 Treasury Direct - U.S. Treasury Note; Cusip No. 10.000.00 912828BU3 20.000.00 Total Receipts of Principal 243.091.29 3 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL 04/0112005 Gain Loss Wachovia Securities, LLC - Close-Out of Investment Account-Difference in date of death value and close-out value due to stock market losses Net Proceeds Fiduciary Acquisition Value 04/26/2005 119.517.30 -124.054.78 -4.537.48 1.0000 Treasury Direct - Sale of U.S. Treasury Note; Cusip No. 9128276N7 Net Proceeds Fiduciary Acquisition Value 04/26/2005 9.933.50 -10.000.00 -66.50 1.0000 Treasury Direct - Sale of U.S. Treasury Note; Cusip No. 912828BU3 Net Proceeds Fiduciary Acquisition Value 05/31/2005 10.361.60 -10.000.00 361.60 share Pennsylvania Power & Light Company - Stock, Common - 52 shares-CUSIP Nos. 709051 10 6 (26 shares); 709051 10 6 (26 shares) Net Proceeds Fiduciary Acquisition Value 06/14/2005 2.898.28 -2.845.96 52.32 share General Motors Corp. - Stock, Cusip Nos.: 370442105 (9 shares); 370442 105 (14 shares); NE303-836 (5) shares (Principal $890.00; Commission $65.00; Fee $0.04) Net Proceeds Fiduciary Acquisition Value 4 825.64 -975.52 -149.88 07/08/2005 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Continued Gain Loss share Pennsylvania Power & Light Company - Stock, Preferred - 6 shares-No. NP/08041 (Principal $495.00; Less Commission $65.00; Less Fee 0.03; plus Interest on Credit Balance $0.09) Net Proceeds Fiduciary Acquisition Value 430.06 -513.00 -82.94 TOTAL GAINS AND LOSSES/PRINCIPAL LESS LOSS NET GAIN OR LOSS 413.92 -4,836.80 -4.422.88 5 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent 03/17/2005 Bonnie K. Miller - Personal Tax 9.80 04/01/2005 Central Pa. Hematology & Medical Oncology 78.37 Assoc. PC - Medical Bill - Final 04/01/2005 East Pennsboro Ambulance Service - Medical 100.00 Bill - Final 04/01/2005 Mobile X-Ray Imaging - Medical Bill - Final 35.26 04/08/2005 Hershey Kidney Specialists Inc. - Medical Bill - 3.16 Final 04/08/2005 Pinnacle Health Hospitals - Medical Bill - Final 52.62 04/12/2005 Lower Allen Twp. Emergency Med. Service - 12.39 Medical Bill - Final 04/12/2005 PNC Financial Services Group - Premium for 325.78 health care-February 2005, paid after date of death 04/20/2005 Bethany Village - Skilled and Personal Care - 2.277.39 Final Illness 04/20/2005 Conner Rich Associates - Medical Bill - Final 9.21 05/11/2005 Alert Pharmacy - Prescriptions 8,298.45 05/11/2005 Alert Pharmacy - IV Supplies 161.34 05/11/2005 Hershey Kidney Specialists Inc. - Medical Bill - 2.01 Final 05/11/2005 Pinnacle Health Emergency - Medical Bill - Final 7.56 05/17/2005 Pinnacle Health Emergency - Medical Bill - Final 7.56 OS/23/2005 Bethany Village - Skilled and Personal Care - 108.09 Final Illness OS/23/2005 Pinnacle Health Hospitals - Medical Bill - Final 79.17 Total Debts of Decedent 11,568.16 03/17/2005 04/07/2005 Funeral Expenses Stone and Murray - Funeral Eby Granite Works - Monument 9.049.00 3,091.00 6 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Total Funeral Expenses 12.140.00 Administration Expenses 03/10/2005 Cumberland Law Journal - Estate Notice 75.00 03/17/2005 Register of Wills - Probate Fees and Short 310.00 Certificates 04/01/2005 Henderson & Company Jewelers Inc. - Jewelry 80.00 Appraisal 04/14/2005 Patriot-News - Executor's Notice 94.62 04/14/2005 Register of Wills - Short Certificates (2) 8.00 05/11/2005 Register of Wills - Short Certificates (5) 20.00 05/13/2005 Register of Wills - Copies 4.00 06/06/2005 Rowe's Auction Service - Commission on Sale 34.00 of Personal Property 06/09/2005 Cumberland County Prothonotary - Copies 14.50 09/28/2005 United States Postal Service - Certified Mailings 20.44 11/09/2005 Register of Wills - Filing Fee-Return and 30.00 Inventory 11/09/2005 Register of Wills - Additional Probate 50.00 11/1 0/2005 United States Postal Service - Mailing of 16.95 Specific Bequest to Katherine Fussell TO BE PAID RESERVES: - Costs to conclude administration 2.500.00 of Estate including filing fee for PA Inheritance Tax Return, Inventory and First and Final Account; preparation of Personal and Fiduciary Income Tax Returns Total Miscellaneous Administrative Expenses 3.257.51 Federal and State Taxes OS/25/2005 Register of Wills - Pa. Inheritance Tax Prepayment Total Taxes 368.36 368.36 7 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 04/13/2005 Fees Barbush and Hoffman - 2004 Personal Income Tax Preparation James D. Bogar, Esquire - One-Half (1/2) Legal Fees James D. Bogar, Esquire - One-Half (1/2) Legal Fees Total Fees 11/08/2005 TO BE PAID TOTAL DISBURSEMENTS OF PRINCIPAL 8 350.00 6.337.50 6.337.50 13.025.00 40.359.03 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Bauelhman Memorial United Methodist Church 08/26/2005 Baughman Memorial United Methodist Church - Distribution Biel Sprinel United Presbyterian Church 08/26/2005 Big Spring United Presbyterian Church - Distribution Care Assurance Endowment Fund 08/26/2005 Care Assurance Endowment Fund - Distribution Cumberland County Historical Society 04/30/2005 Personal Property - Specifically Bequeathed-Mahogany sewing table-value as listed on attached appraisal Elma T. Kreps 04/30/2005 Personal Property - Specifically Bequeathed-Elgin Watches and Fluer-de-Iis pin-value as listed on attached appraisal Front Roval Presbyterian Church 08/26/2005 Front Royal Presbyterian Church - Distribution 9 14.000.00 7.000.00 21.000.00 475.00 240.00 14.000.00 14.000.00 7.000.00 21.000.00 475.00 240.00 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued Jane E. Kuhn OS/20/2005 Personal Property. Jane Elizabeth Chronister. Specifically Bequeathed-Six (6) silver coin teaspoons-value as listed on attached appraisal Katherine Fussell 11/1 0/2005 Personal Property - Katherine Fussell -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 Susan Shockey 06/01/2005 Personal Property - Susan Shockey - Specifically Bequeathed-Antique Sunburst Brooch and Daisy Ear Ring Drops-value as listed on attached appraisal 75.00 1.845.00 425.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES 10 14.000.00 75.00 1.845.00 425.00 59.060.00 SCHEDULE G RECEIPTS OF INCOME Dividend EQuiserve Trust Co. 03/14/2005 Dividend 14.00 14.00 First ClearinQ LLC 03/14/2005 232.16 04/20/2005 Dividends 54.24 05/06/2005 Dividends Alliance Bernstein-$1.13; GE-$66.00 67.13 353.53 GM Corporation 06/30/2005 Dividends 14.00 14.00 PPL 07/05/2005 Dividends (7/5/05-$6.75; 4/19/05-$23.92; 37.42 4/19/05-$6.75) 37.42 Wachovia Securities 08/04/2005 Investment Account Dividends 132.32 132.32 TOTAL DIVIDEND INCOME 551.27 Interest/Bank Commerce Bank 12/31/2005 Interest earned in Estate Savings Account 2.545.05 through 12/31/05 11 SCHEDULE G RECEIPTS OF INCOME Continued 01/13/2006 Interest earned in Estate Checking account 21.85 through 1/13/06 2,566.90 PNC Bank 03/14/2005 Interest earned in Savings Account, Account No. 3.05 5003783381, from date of death through close-out of account 03/14/2005 Interest earned on Certificate of Deposit, 3.66 Account No. 31300226860 from date of death through close-out of account 03/14/2005 Interest earned in Checking Account, Account 1.15 No. 5140014888 from date of death through close-out of account 03/14/2005 Interest earned in Savings Account, Account No. 0.13 5130071029 from date of death through close-out of account 03/14/2005 Interest earned on IRA Account, Account No. 59.32 75900021953 from date of death through close-out of account 67.31 United States SavinQs Bond 05/17/2005 Interest earned on Two (2) Series I $1,000.00 25.60 Bonds, Seriel Nos. 0016118551 and M0016118561 from date of death through redemption 25.60 TOTAL BANK INTEREST 2,659.81 TOTAL RECEIPTS OF INCOME 3.211.08 12 PROPOSED DISTRIBUTIONS TO BENEFICIARIES TO: Arrowmont School of Arts and Crafts - Arrowmont School of Arts and Crafts, P. O. box 567, 556 Parkway, Gatlinburg, TN 37738. *The Last Will and Testament of Jane E. Davidson provided, in pertinent part, as follows: Clause TENTH (C): Twenty (20%) thereof to Pi Beta Phi Foundation for Arrowmont, of 1154 Town & Courntry Commons Drive, Town & Country, Missouri 63017. It was discovered that no entity exists by the name of "Pi Beta Phi Foundation for Arrowmont". There is in existence two (2) organizations whose names are "Pi Beta Phi Foundation" and "Arrowmont School of Arts and Crafts". Both of these organizations were notified as to the residuary bequest as set forth in Clause TENTH (C) of the Last Will and Testament of Jane E. Davidson. Both organizations are in agreement that the proper recipient of this residuary bequest is the Arrowmont School of Arts and Crafts. This agreement is confirmed by the November 10, 2005 letter from David Willard, Director of Arrowmont School of Arts and Crafts and the November 30, 2005 e-mail from Andrea A. Shultz, Executive Director of Pi Beta Phi Foundation. In accordance with this agreement, the Estate of Jane E. Davidson will be making the residuary bequest as set forth in Clause TENTH (C) of the Last Will and Testament to "Arrowmont School of Arts and Crafts". By letter dated December 23, 2005 from James D. Bogar, Esquire, the within agreement and understanding reached by the Arrowmont School of Arts and Crafts and Pi Beta Phi Foundation was confirmed. No objections have been filed by either organization. TO: BauQhman Memorial United Methodist Church Baughman Memorial United Methodist Church - Proposed Distribution 13 Current Value 0210212005 or as noted 0.00 Fiduciary Acquisition Value 39,692.09 39.692.09 25.692.09 0.00 25.692.09 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Continued TO: Biq Sprinq United Presbyterian Church Big Spring United Presbyterian Church - Proposed Distribution TO: Care Assurance Endowment Fund Care Assurance Endowment Fund - Proposed Distribution TO: Front Roval Presbyterian Church Front Royal Presbyterian Church - Proposed Distribution Total 14 Current Value 02/02/2005 or as noted 0.00 Fiduciary Acquisition Value 12.846.05 0.00 12,846.05 0.00 0.00 0.00 0.00 38,538.14 38,538.14 25,692.09 25,692.09 0.00 142.460.46 School of Arts and Crafts P.o. Box 567 . 556 Parkway' Gatlinburg, TN 37738 . 865-436-5860 Fax: 865-430-4101 . e-mail: info@arrowmont.org . www.arrowmont.org November 10, 2005 Mr. James D. Bogar Attorney at Law One West Main Street Shiremanstown, Pennsylvania 17011 Dear Mr. Bogar. I received your fax transmission yesterday, November 9,2005 regarding the estate of Jane E. Davidson, which your firm is representing. I reviewed the documents, including the letter provided by Ms. Andrea A. Schultz, Executive Director of the Pi Beta Phi Foundation. Upon this review I placed a call to Ms. Schultz, yesterday, November 9, 2005 and discussed the language in the Davidson last will and testament referring to her wishes to give a portion of her estate to "Pi Beta Phi Foundation for Arrowmont." It is clear to both Ms. Schultz and myself that Ms. Davidson clearly wished that Arrowmont be the recipient of this residuary bequest. She and I discussed the most expedient approach to resolving the situation and agreed that Arrowmont should be the proper beneficiary. Ms. Schultz I'm sure would be pleased to provide you with a letter stating our mutual agreement at your request. I trust this letter will acknowledge our willingness to accept the bequest. Arrowmont is very appreciative of Ms. Davidson's generosity, and if appropriate would like to acknowledge our thanks to the family. Once the gift is received, if you could provide me the name and address of a next of kin I would appreciate it. At your request, I have enclosed a copy of our 50l(C) (3) designation for your records. I will fax this letter today and place the original in the mail. Sincerely, ~ of Miff.- 0{ David Willard Director Cc: Andrea A. Schultz, Pi Beta Phi Foundation A Ijl'.:ision cd F': Eeta Ptii Setttemerlt SU1CiO! . Accredited by the University of Tennessee. EOE ragt: 1 V1 1 Bonnie L. Williams From: James D. Bogar Sent: Friday, December 02, 2005 4:44 PM To: Bonnie L. Williams Subject: FW: Davidson Estate. From: Andrea Shultz [mailto:andrea@piphico.org] Sent: Wednesday, November 30, 2005 12:08 PM To: James D. Bogar Subject: Davidson Estate. Please accept this email as my acceptance of the decision that the Arrowmont School of Arts and Crafts receive the bequest for the Pi Beta Phi Foundation for Anowmont from the estate ofJane E. Davidson. Sincerely, Andrea Shultz Executive Director Pi Beta Phi Foundation 1154 Town & Country Commons Drive Town & Country, MO 63017 (636) 256-0680 x732 www.pibetaphifoundation.org THE PI BETA PHI FOUNDATION IS COMMITTED TO FUND PROGRAMS WHICH PROMOTE THE INTELLECTUAL, ETHICAL AND LEADERSHIP DEVELOPMENT OF MEMBERS OF PI BETA PHI FRATERNITY AND, THROUGH ITS PHILANTHROPIC EFFORTS, TO BENEFIT THE LARGER SOCIETY. 12/5/2005 JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN. PENNSYLVANIA 17011 e-mail mail@bogarlaw.com TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 JAMES D. BOGAR JENNIFER B. HIPP. .Also admitted to New Jersey Bar December 23, 2005 Direct e-mall Jbogar@bogarlaw.com VIA FACSIMILE TRANSMISSION - 865-430-4101 AND FIRST CLASS MAIL David Willard Executive Director Arrowmont School of Arts and Crafts 556 Parkway Gatlinburg, TN 37738 VIA FACSIMILE TRANSMISSION - 636-256-8124 AND FIRST CLASS MAIL Andrea Shultz, Executive Director pi Beta Phi Foundation 1154 Town and Country Commons Drive Town and Country, MO 63017 RE: Estate of Jane E. Davidson Date of Death: March 5, 2005 Dear Ms. Shultz and Mr. Willard: I am in receipt of the November 10, 2005 letter forwarded from Mr. Willard and e-mail forwarded by Ms. Shultz, both confirming your collective agreement and understanding that the proper identity of the residuary beneficiary of Clause TENTH (C) of the Last Will and Testament of Jane E. Davidson dated June 23, 2005 lS "Arrowmont School of Arts and Crafts". By way of procedure, we will adjust the court accounting that is required to be filed with respect to this Estate, said adjustment to reflect the understanding that has been reached, as stated herein. As to timing, please be advised that the Pennsylvania Inheritance Tax Return was filed on November 15, 2005. Normally, it takes approximately four (4) months for the Inheritance Tax Return to be audited and cleared by the Pennsylvania Department David Willard Andrea Shultz December 23, 2005 Page 2 of Revenue. Thereafter, we can proceed to the court accounting which could take, depending upon the Court's calendar, several months to conclude. Please note that we do not anticipate any problems with respect to having the pennsylvania Inheritance Tax Return, which indicates the correct Inheritance Tax payment, being cleared by the pennsylvania Department of Revenue. Upon the confirmation of the accounting forwarded to the Court, all distributions will be made, including the distribution specified under the Last Will Testament of Jane E. Davidson to Arrowmont School of Arts and Crafts. We again thank you for your time and consideration with respect to these matters. Please promptly advise if you have any questions or corrections to be made with respect to your understanding and agreement and the course of action proposed to be taken as set forth herein. Your time and consideration are greatly appreciated. ~/~ ~S D. JDB/blw Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-05-0227 Estate of Jane E. Davidson, Deceased Affidavit James D. Bogar, Executor, under the Last Will and Testament of Estate of Jane E. Davidson, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his/her knowledge, there are no claims now outstanding against the estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. Subscribed and sworn to before me this .;2 nd day of F~.\r.;1lACtfLf_' 200~, '--:Bv"i1 n lJ. ?I. W~()/rvvJ Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL BONNIE L. WILLIAMS, NOTARY PUBUC SHIREMANSTOWN BORa., CUMBERLAND co. MY COMMISSION EXPIRES APRIL 18, 2009 :-: ,: ~~:5;t.?: ~.._,L_J..';'~-c.'",") 5 ~~;'~15!3~:: ] "".....o@",ii.:',,'a '" .........)...75 is 1J~~c ;Jj:;j'~ ok )11"1, i~~~' 't---- !i~ll. Ii (II i ,:C-.' ~ g. jIl ~.:g ~ ! l; S~"" -.... ~~ C fD.t:. m=cn '-.' ~~ 8 <> -B ~ '0 E ~ ~ <,' !i!o..!!l,g",cC:-"1ii '<0 '" ;. ffi ~ '" :g- ,g ~ 13 ~ 0:-----'::: .0 E a is c 15 0 0 ~ 5:',. --"-- ~$lDUQ)E-t;}'ll.20 ' ~c7i.g~~5~~2~ ~ i ~ ~ .. 'I-< ...... ....., ai~~! ~ ~ 0 ~~ ~ sL~ i~ ....10 ~ i ~ r-- ~~ ' III ~p.. &i~~ N .., e=~~~2 N '~ gj 0 ~I~ ~=... ~ ~ . ~ I .~,<~~ ~~~~i~ Lt'l . .~ I 0 I ~ ~ I ... ~ ~ - ,.., N ih I ~.~ ~~~! ~.~ oo~ ~~ ~ ~~ ~.- ~ ill ~ .~ U~~I ~ ~ ~'i~~ B:l ~ tiS ,>-:l oCt: >-:l '" ~ ~ t: c: "6 ~ 0 ~ - ClI 113 'c - ~ ia ~ ,S oo~15~""", a ,fJ);>-:;i;C ~i<~~. 'io1l "6li\gii:'!~~.Q 8gj-i!!. :!l1~~ "5-.rrl.!g!~ ::.;!l "'" '-0 $I "" l:<a<;l'll~<:_<> :~ ~ '{i.~ ~ ~ '~ ~, "'~~131'\\-l!I" ::" .;.;. ..::; ,_, I{!:, 'so ~ . -:;lOEli"3~ ;;,~.: ~ :S "9 ~ ~ 1 t! 1 ::2:::0 _~liI~fi :!~~ ~J'7$ ~ $3 ~ .e -- 1]i", -'-'~" s~:~~!t~.~~ ~~.s-=~~c~c f:t158~~~S:1~ !~~,g.g~~~.:: HM-99LLO' ^g-9S~LO 'la--tS~LO' :l9-~9~LO :.ON Wl:l0:l -:lNl 'lVNOLLVMI;uN1 ~VJ.S-"T1\f:lO N01SIIIIO 'If 'i'v'E1:r1 3.L't.LS"1l't IN RE: ESTATE OF JANE E. DAVIDSON, LATE OF LOWER ALLEN TWPo, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-05-0227 NOTICE OF FILING ACCOUNT NOTICE IS HEREBY GIVEN that James D. Bogar, Executor of the Estate of Jane E. Davidson, deceased, has this date filed his First and Final Account and Statement of Proposed Distribution in the above-captioned Estate in the Cumberland County Register of Wills Office where the same is filed as public record and may be inspected. Enclosed herewith is a copy of the First and Final Account as filed. YOU ARE FURTHER notified that any exceptions or objections to said Account must be filed in writing at the Cumberland County Clerk of the Orphans' Court Office not later than the audit day of said Account sched- uled as set forth below. UNLESS written exceptions or objections are filed thereto, said Account will be presented to the above-captioned Court at 9:30 A.M. on Tuesday, March 7, 2006, at which time said Account will be audited. Date: February 2, 2006 r, Esquire fo the Estate One West Main Street Shiremanstown, PA 17011 (717) 737-8761 cc: Big Spring United Presbyterian Church Front Royal Presbyterian Church Baughman Memorial United Methodist Church Care Assurance Endowment Fund Arrowmont School of Arts and Crafts pi Beta Phi Foundation James D. Bogar, Esquire, Executor ~ -) (~ IN RE: ESTATE OF JANE E. DAVIDSON, LATE OF LOWER ALLEN TWP., CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-05-0227 NOTICE TO THE ATTORNEY GENERAL, COMMONWEALTH OF PENNSYLVANIA, OF PROCEEDINGS AFFECTING CHARITABLE INTERESTS NOTICE IS HEREBY GIVEN, that the First and Final Account and Statement of Proposed Distribution of James D. Bogar, Executor of the Estate of Jane E. Davidson, was filed in the Cumberland County Register of Wills Office on February 2, 2006. In the absence of exceptions to the Account, it will be called for audit by the Court at 9:30 A.M. on Tuesday, March 7, 2006. A copy of the First and Final Account and Statement of Proposed Distribution is attached hereto. A copy of the Will of the decedent 1S also enclosed herewith. The names and addresses of the specific charities affected by this proceeding are: Big Spring United Presbyterian Church Corporation Street Newville, PA 17241 Front Royal Presbyterian Church 117 Luray Avenue Front Royal, VA 22630 Baughman Memorial United Methodist Church 3rd & Bridge Street New Cumberland, PA 17070 Care Assurance Endowment Fund Bethany Village 325 Wesley Drive Mechanicsburg, PA 17055 t'--1 c=\ Arrowmont School of Arts and Crafts P. O. Box 567 556 Parkway Gatlinburg, TN 37738 pi Beta Phi Foundation 1154 Town and Country Commons Drive Chesterfield, MO 63017 The name and address of the Executor is as follows: James D. Bogar One West Main Street Shiremanstown, PA 17011 The name and address of Counsel for the fiduciary is James D. Bogar, Esquire, One West Main Street, Shiremanstown, PA 17011. All charities referred to herein were given a written Notice of Filing Account, which Notice included a full and complete copy of the First and Final Account and Statement of Proposed Distribution, said Notice being sent on or about February 2, 2006, a copy of which is enclosed herein. ESTATE OF JANE E. DAVIDSON Date: February 2, 2006 By: , Esquire he Estate Certified Mail - No. 7004 2510 0007 6456 9905 and facsimile transmission-717-787-1190 Return Receipt Requested Addressee: Commonwealth of Pennsylvania Office of the Attorney General Charitable Trust & Organization Section Strawberry Square - 14th Floor Harrisburg, PA 17120 cc: James D. Bogar, Esquire, Executor - ': 5 ):. ~ ~4!~ Iii j :< it 111; h 1I i ..~.,~,-~--> il!ll~ll15i ~ ilt s i I i~..... 'li.! .81' ~! ':---"", &. la .!:: <n -.' f"'ct~u.~.M t::!~,"t '0 ifJ ~ ~ c i= . m ~ - c. - 'E n ~ ~ ...._,_ '..) 'Z ~ 0" "", ~i~~ 0.5.05$ 6'" CD ~ rou 15.r.;... mli 0 ~-I\' :E-r.;"O>cu CP ro E CD .....'" 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