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No, 7.\-80 7G~
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
ALICE B. McHOLLAND
, deceased,
To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania,
Pelllloner(ll) Is (al'll) the execut or
named In the Lasl Will and Testament of Alice B.
McHolland dated May 7. 1964.
Decedent was a cillzen of the United States and a resident of Camp Hill
Township (Borough), Cumberland County, Commonwealth of Pennsylvania,
Decedent died on Monday
the 20th day of October A,D. 19~, In the
County of Cumberland ,Stateof Pa. attheageof 69_years,
Decedent na9'(has not) been married and 11M (has not) had children born to tt1m<(her) since the ex.
ecullon of the above described Will.
Decedent was possessed of personal property to the value of $90.000.00
and of real estate to the value of None
as near as can be ascertained; said real estate situated as follows
Therefore, your petitloner(s) respectfully appll'(les) for the probate of the said Last Will and Testa,
ment and for Letters Testamentary theron,
Dated Nov. 21, 1980
Fidelity Nati
Merger to Fir
Name and address B :
of Petitioner(s)
and
Williamsport. Pa.
17701
COMMONWEALTH OF PENNSYLVANIA l
COUNTY OF CUM8ERLAND j ss
Jack L. Kurtz, Assistant Vice President
Fidelity National Bank of Pa,
named in above application, being duly SI'lOrn
statements set forth in this petition are true to the best of
and Senior Trust Officer of
accord I ng to law say(s) that the
his knowledge and belief,
Sworn
and subscribed before
ffi31- J
me._NOv.2l 1980
~q;!~-(!-r:.z~)
""y
/'-' ._--_.~
- ./ ~---
and
O. Box 1115
Filed: Dee, 8, 1980
,;v-g-o -7&7-- I/-/C"I-.-\
"ee-" C,.UI
APPLICATION fOR AND COt~SENT
TO TI~ANSfER SECURITIES
REGISTEIlED IN TilE HAME
OF A RESIDENT DECEDENT
COMMOtlWEAL TlI or rCtlIlSYLVAtllA
DEPAIlTMEtlT or ReVENUE
BUREAU or'COUtlTY COLLECTlOtlS
DATE 1/6/81
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO TilE PENNSYLVANIA DEPAIlT/.lENT OF REVENUE:
Applicalion is herelly mode lor Calsenl to Ihe tronsler of Ihe following securities of 0 Pennsylvania
Corporation or 0 Nalionol Bonking Association lacoled in Pennsylvonia:
(0) (b) See Reve rs e (c)
(NOTE: In describing securities enler in (a), ab I)/e, eilher the number of shores of stock or the face amounl of
registered bonds, in (b), the nome of the issuing company and ill (c) the closs of slock or Ihe stated interest rote
ond maturity dole of registered bonds,) ,
ISSUED ON See Reverse ,ond having 0 TOTAL MARKET VA-LUE OF S
(Do to) ,
os of the dote of dealh 01 tha decedent, A1~cc B, ~IcHolland
(H(lma of Occcdon1)
Sce Reverse
'10/20/80
, on
(0(1113 of death)
who wos lote of College Park Apts
(Street and Number)
Camp Hill
, c.....-Wc;.....ut
PA
(POlt OHice)
(County)
(State)
The securities ore ragistered os follows:
Alice B. McHo11and
(Homo or nomes In .which .certiflcates orc reglsterad)
AD/hINISTr;A TORh, ; ,1 p' ; 1"~.
EXECUTOR) .
N~~inn~' R~n~ nf p~ p n RnV ~nR. Wi"i~m~pnT~1 PA
(tlome) (Addre..)
NAME OF APPLlC/jlnFidelity National Bank of Pa
17701
COUNTY fiLE NUMBER ). I '1" - '; (" ADDRESS OF APPLICANT P, O.
BUREAU FILE NUMBER SIGNATURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPEP-L Y FILL IN ANY PORTION OF THIS APPL
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR C
sport, PA
COM~\ONVlEAL TH OF PENNSYLVANIA - DEPART/.\EIH OF REVENUE '.
CONSENT TO TRANSFER SECURITIES \\ ~, 'l I C' C>1
DATE J'"Yl .1./ l'!../
I hereby consent to the translar of tha obove securitias now registerad in tha nome 01 the'6foresaid
Decedent and woive the filing of 0 cartificate certifying to the payment 01 the transfer inheritance tax to which
the properly of said Decedent is mode subject pursuant to the provisions of Ihe Act of June 20, 1919, P.L. 521,
os amended and the Act of June 15,1961, P.L. 373, os amended, This is also in accordance with tha provisions
of tha Act of April 9, 1929, P,L. 343,
",
This Cansanl to Transfer the harain dascribad proparty oparates only in raference to the estote of the
above.named Decedent,
\"f..
tt:~S\~~
.M.'\'\"';'rs'~
r /i,:-;-,~!'::r-,1.},
"'Z..!l"(4jP-.!..Ij.!
)
Signed for the Secrelory of Revenue
I ' .
( ..' ,. , , 0, -" (I. -
td l I -~ .1' J f " .. ) ~ .!-<i\ (\
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(County)
By j I i 'l. ,I.
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(Slgn(lt~r,e)
. { _ ( I., \'1'\,\'
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(Tlllo)(-
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Issued
3/10/75
5/30/75
11/14/78
4/30/80
.
By
State Capital Savings and
Loan Association (Savings
Certificate)
11 It " " II " " " tI
II II 11 " " If " It "
" II ~l. " 11 " It 1t . II
To Rate Maturity Amount
Alice B, 7.5% 3/10/83 $11,000,
~lcllo11and
" " " " 7,5\ 5/30/83 $ 1,000,
" " " " 8,0% 11/14/86 $ 3,000,
" " " " 12,0\ 10/30/82 $ 5 000,
$20,000.00
BUR~~~^~~' ~~~~Iu: ~~L'~~~'l'ION~ L' 1~[G'ls'i'l.'fii-l1ili 'i il(: Il;';/:I[ ~ 'R<"\"~:J.1\
OF A RE5IDEf~T DECEDENT ~~~7'Cr'l
---- .--- --- -- -. ----- ---. -'--;;A T-E17rTSl
APPLICATION (MUST BE FILED Il~ TRIPLICATE)
TO TilE PEI1NSYLVAIHA DEPARTMEtJT OF REVEI~UE: '
Al'plicolion is hereby mode for cc"sent to Ihe Ironsler olthe lollowing securities 01 a Penns)'lvonia
Corporation or a National Bunking A"ocilllion located in Pennsylvania:
(a)_-1o...._(b)_N.at.i.onalJ.c.aJ.-COlllpa1lY-. P:L.JlJJ.uSJ:x.ie.s..}--- (c) _.J:.o,mnH1 n ----
(NOTE: In describin\! securities enter in (0), ab Qle, either the number 01 shares of stack or the luce amallnt 01
registered boods, in (b), the name olthe issuing compony and in (c) the closs 01 stock or the stated interest rote
and maturity dute 01 registered bonds,)
ISSUED ON_61.2.'/6Q ,and having a TOTAL MARKET VALUE OF LLJHi.L.SO
(Dote)
osol the dote 01 deoth 01 the decedent Alice' 1\, ~lcJl()lland an 10/20/80
. _.____0- ---.------,
(NomtJ of DGccdonl) (DOle of dc.:o1h)
who wos late of~llQl'.Q...Park Apt_~__-CaJllp_!li.~
(Strcet and Numbel) (f'oIIOHicto)
Cumberland
PA
(County)
(Slole)
The securities ore registered os follows:_A1..:~ce B ~.Mc.i~ollan~.-.
(Hemo Of nanu" in which cnflificotes 010 regislerod)
ADMINISTRATOR) FidelilL !\;ltiona1 Bank of Pa__.t.0), Box 308 Nilliamsport, PA
EXECUTOR) (Nom.) (Add,.,,)
NAME OF APPLlCANTFi,\I.Ql1t Nationa B_::!nk ofPa
COUNTY FILE NUMBER4!-=-~-1t:-:2 ADDRESS OF APPLlCAN1tr.u:i-t
BUREAU FILE NUMBER. SIGl~A TURE OF APPLlCAtJT -
NOTICE: IF YOU FAIL TO PROPERLY FIl.L IN ANY PORTION OF THIS APPLI
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR C
i am"-Pott
Pa
17701
OAT
I hereby consent to tnc transfer of l~c obovc secllrities now registered in the neme of
COMMONWEALTH OF PENNSYL V MHA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
Decedent and waive the liling of 0 certificate certifying 10 the payment of the transfer inheritance tax to which
the property of soid Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
os amended ond the Act of June 15,1961, P.L. 373, as amended. This is also in accordance with the provisions
01 the Act of April 9, 1929, P,L. 3,13,
This Consent to Transler the herein describd properly operclcs only in reference to the estate of the
obove,nomed Decedent.
\"'-
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I'~ N;i' J-~\
f: ,~~":r:..'!(.:'}
-:,........'4J,'r~r'--
Signed -'01 the sec'eto~y of Reve e ,
By_~~t. _r2.. ~
:] ~;o 0 /J .& /J
)f mf....~~c/~
~,~ tlo) (County)
Inventory 01 the real and personal estate of
Al;~p B. McHollann
deceased.
~
Cash from Agency Account
Checking Account Commonwealth National Bank
Blue Cross Cancellation
Savings Account commonwealth National Bank
State capital Savings & Loan Assn, Savings certificate
Accrued interest to 10/20/80
I
Total Cash
Stocks & Bonds
$5,000. U.S, Treasury Notes 7,125% due 11/15/80 @99.484375
Accrued interest to 10/20/80
$11,000. U.S. Treasury Notes 7.625% due 8/15/81 @96.484375
Accrued interest to 10/20/80
$9,000. U,S. Treasury Notes 7.25% due 8/15/84 @86,6875
Accrued interest to 10/20/80
200 shares American Cyanamid Co. @26.625
219 shares American Telephone & Telegraph Co. @50.l25
20 shares Chessie System Inc, @44,0625
138 shares Commonwealth National Bank @26,75
Dividend of 58~ Dec. 10/15 payable 11/10 T/H/R 10/30/80
138 shares Greyhound Corp. @14.50
300 shares Mobil Corp. @79,4375
230 shares N.L, Industries Inc. @61,50
60 shares Norfolk & Western Railway Co. @43,6875
107 shares philadelphia Electric Co. @13.3l25
52 shares Sun Co. @55.4375
$5,000, pacific Gas & Electric Co, 9.0% due 12/1/01 @72.00
Accrued interest to 10/20/80
$5,000. Tennessee Valley Auth. 6,375% due 11/1/92 @64~
Accrued interest to 10/20/80
$6,300, U,S, Treasury Bills due 11/6/80
65 shares Marley Co, 3.45 series A pfd. @26,875
Total Stocks & Bonds
Miscellaneous
Household furniture @ sale price
1963 Pontiac Sedan @ sale price
$1 Bill-Silver Certificate @ sale price
Total Miscellaneous
Total Inventory
5,172,38
2,718,76
14.45
7,701.73
20,000,00
147,22
\35,754 54
\ I
$ 4,974L22
154L21
10, 613L 28
15lr 66
7,80lr[88
117 99
5,325Loo
10,977f[38
881 25
3,691\50
80 04
2,001 00
23,831 25
14,145 00
2,62lf25
1,424 44
2,882 75
3,600tOO
175 00
3,225 00
150 52
6,271 09
1,746 88
I
$ 06,842 59
605 00
200 00
12.00
$
817 00
$ 43,414 13
COMMONWEALTH Of PENNSYLVANIA
COUNTY Of CUMBERLAND
I,
J
55:
J_,!-c]t L_._!<Jl-rt~L~t.,3ice Prl3.f!.'_ .Fid~1.i..tY_ Nat~ona1. Bank of PA
being duly _sw=------- according to law, deposes and says that )Ii _The-Bank-is...EXecutar-
______--- ._.___ 01 the Estate 01 Alice B. McHo11and
late 01 (';,mp Hi 11 ' Cumberland County, Po" deceased and that tho
within is an inventory made by ,_fi.c!~li.9'_Na~iona1 ~a_n~~f PA , the said 'R><p","i-nr
01 tho entire estate 01 said decedent. consisting 01 all the personal property and real estate, excopt real estate outside
the Commonwealth 01 Pennsylvania, and that the ligures opposite cae ' m 01 the Inve ',tory represent it's lair value
as 01 the date 01 decedent's death, Fid 1~' ational Bank of PA
.---~ and subscribed belore meol By. . V;/lIl~ '{.,
19 J I f;t;(]jcf..r .
Jac Kurtz, Sr. Tr. officer
101 W, Third St. Wi11iamsport,
ANN l. CROSSLEY. Netary Public
Williamsport, lycoming Co.. Pa.
My Commission Exoire.. M:w 1 ,. lQR"
Addreu
C'>
INSTRUCTIONS s\;i
I. An inventory must be filed within three months alter appointment 01 personal representat~
2, A supplement inventory must be Iiled within thirty days 01 discovery 01 additional assets, ~~
.:>;r.
3. Additional sheets may be altached as to personalty or realty ::5~
4, See Article IV, Fiduciaries Act 01 1949. ~~'f'
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il County of Northumberland, Commonwealth of Pennsylvania, do hereby
ilmake my last will and testament and revoke all wills by me at any
I'
II time heretofore made.
I l.
II DOLLARS to my great-nephew, DAVID WILLIAM McHOLLAND, namesake of
',my late husband.
I
I 2.
LAST WILL AND TESTAMENT
I, ALICE B, McHOLLAND, of the Borough of Watsontown,
PECUNIARY LEGACY.
I give the sum of ONE THOUSAND
RESIDUARY ESTATE.
All the rest of my estate, real and
personal, I give, devise and bequeath to ISABELr~ T. McHOLLAND,
if she survives me. In the event that ISABELLE T. McHOLLAND
predeceases me, I give, devise and bequeath all of my said
:I
II residuary estate one-half (1/2) to JANET McHOLLAND BERRY and
I'
Ii one-half (1/2) to WILLIAM P. McHOLLAND, JR.
ii
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il 3. NON-LAPSE.
IIMcHOLLAND, JR. shall fail to survive me and shall leave issue
I:
it surviving me, the devise and bequest to such beneficiary shall
~'I not lapse but shall pass to such surviving issue who shall take,
~I per stirpes, the share which their deceased ancestor would have
~I taken had he or she survived me.
I 4. TAXES. I direct that all estate, inheritance and
II succession taxes shall be paid out of my residuary estate.
I,
I! ,5. GUARDIAN. I appoint THE FIRST NATIONAL BANK OF
:1 \
i\WILLIAMSPORT guardian of any property which passes to a minor
II under this will, or any codicil hereto, or otherwise than under
Ii this will ,and with respect to which I am authorized to appoint a
I'
!I guardian by will, Such guardian shall have the power to use
Ii principal as well as income from time to time for the minor's
,I
Ii support, welfare, and education, including an education at an
:i institution of higher learning, and shall serve without bond.
I
6. EXECUTOR, I appoint THE FIRST NATIONAL BANK OF
If either JANET McHOLLAND BERRY or WILLIAM P
WILLIAMS PORT executor of this will.
7. FIDUCIARY'S POWERS. I direct that my personal
representative and the guardian herein appointed, in addition
to and not in limitation of any authority given to the same by
.~. .
.
..'"
II
I law, shall have the following powers:
I
I
,
I
I
(a)
For the payment of debts or for any purpose of
administration or distribution, to sell, mortgage, lease,
alter, improve, partition, and exchange all or any of my
.1
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,
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property, real or personal, at any time during the adminis-
tration of my estate or the continuance of said guardianship
and at the termination thereof for purposes of distribution,
selling at public or private sale without an order of court
for such prices and upon such terms as to cash and credit
as said fiduciary deems best, and to grant and convey good
and sufficient title, without liability on the part of the
purchasers to see to the application of the purchase or
consideration moneys, any statute, rule, or case law to the
contrary notwithstanding.
(b) To retain for distribution in kind all stocks,
bonds, and other investments made by me, or in the absolute
discretion of said personal representative or guardian,
to convert the same into cash, whether or not such con-
version is necessary, any statute, rule, or case law to
the contrary notwithstanding.
(c) To retain as investments of the guardianship
I
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all stocks, bonds, and investments owned by me and to
invest and reinvest in other stocks, bonds, shares in
mutual investment trusts, common trust funds, and other
investments, without being confined to what are known
as "legal investments" and to sell and transfer the
same, either in person or by attorney, without liability
,Ion the part of the purchasers to see to the application
II of the purchase or consideration moneys.
II
I' 8, CONSTRUCTION. The headings at the beginnings of
I
I paragraphs in this will are for reference purposes only and
shall be disregarded in the construction of this instrument.
IN WITNESS WHEREOF I have hereunto set my hand and
seal this 7th day of May, 1964.
~6f./?t'd,$. ./lsJ
Alice B. McHolland
2 -
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OATil Ot' SUBSCRIlIING WITNESS
COMMONWEALTH OF PENNSYLVANIA I ss:
COUNTY OF CUMBERLAND
This ~~ day of ,b ~ A,D,,19 It> ,
before me, Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in
the Commonweallh of Pennsylvania, personally came
Malcolm Muir
the subscribing witnesses to the foregoing instmment of writir,g purpolling to be the last Will and Testament of
Alice B. McHolland
Dated May 7. 1964
late of
Camp Hill
Cumberland County Pa" deceased who being duly sworn
according to law, depose and say, that
he was
present, and saw and heard the test" trix
Alice B. MCHolland
sign, seal, publish, pronounce and declare the said
instrument of writing as and for h er Testament and Last Will, and at the time of sO doing she
was of sound and disposing mind memory and understanding, to the best of
knowledge, observation and belief.
his
{"'L' /' .
.. ," L.-"'v~~."'"
sworn
and subscribed before
,y' { l Co', /,., ,
Malcolm
Muir
mtJ"co!!ng~
Register
An'lDA VIT Ot' DEATH
COMMONWEALTH OF PENNSYLVANIA l ss:
COUNTY OF CUMBERLAND ~
..J7 DC(, 7'1 N"l.iJlv"'C. ,1,!'rV\IC- "! lA
being duly
says that as nearly as ean be ascertainerlthe said decedent
Ik.1 CO; /:"
1'\1\ L 11'" Il At, /)
the ,)01l-\,
died on
day of
o(Tc)n~12
A,D"l9k,
at or about
o'clock, ~,
sworn
and subscribed this
21st
November
day of
80 b
19, ~fore
7a7 () ,
/.~~
.f Register
OATH OF PERSONAL REPRF.SENTATlVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, thc Register for the Probatc of Wills and granting of Letters of Administration in and for the County of
Cumberland, personally came F ''liL' ( I T.., Nt-I, f' ,oJ"'" ,0, ",." fc '- .) illt.
who, being duly
,do
dcpose and say that as
C'I F<" c>TJ CL..
of the last Will and Testament of
A Lie C ,2" (\1C I-{v/IA,' cf
deceased
they
will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And
also will diligently comply with the provisions of the law relating to Transf,er Inh~riknces. -:;$a~d subscribed bcfore me.
\." /.'7 /
Nov. 21 A.D., 19~"'(/ :.(,1.
'- .,
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Register
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DECREE
Be it remembered that on the
8th
day of
Alice B. MCllolland
December
80
,A,D.,19_, there was probated and
recorded the last Will and Testament of
late of
Camp Hill
Deceased. Letters Testamentary wcre granted to
Witness my hand and official scal the day and year aforesaid.
, Cumberland County, pennsylvania,
Fidelity ~ational Bank of Pa.
-,
t:'nQ
. '-l.....t'1l
INFORMATION
To insure proper credit to your account. tho nome of tho estate and file number should be clearly print-
ed on tho chock or money ordor.
This assessment is made in accordanco with Section 708 of the Inheritance and Estote Tal( Act of
,1961 (72 P,S, p485' 7081,
To the extent that inheritance tax is paid within three (31 months after tho death of the decedent. a
discount of five (51 percent is ellowed (72 P,S, 9 2485.716),
Inheritance Tax, other than tax on B future interest. is due at the date of the decedent's death and becomes
delinquent at the expiration of nine (9) months alter the decedent's death (72 P.S. ~ 2485.711). Inheritance
Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and
enjoyment and is delinquent thereaft'er (72 P.S. ~ 2485.712). Calculate interest from the delinquent date shown
on the face of this form to the date of actual payment using the following interest table:
--------------------- ---------- --- ---- --------- - - ---- --- -------- ---- -- --- --
I month ,005 4 months ,020 7 months ,035 10 months ,050
2 months ,010 5 months ,025 8 months ,040 11 months ,055
3 months ,015 6 months ,030 9 months ,045 12 months ,060
I days ,00017 11 days ,00186 2 I days ,00352
2 deys ,00034 12 days ,00203 22 days ,00369
3 days ,00051 13 days ,00220 23 days ,00386
4 days ,00068 14 days ,00237 24 days ,00403
5 davs ,00085 15 days ,00250 25 days ,00420
6 days ,00101 16 days ,00267 26 days ,00437
7 davs ,00118 17 days ,00284 27 days ,00454
8 davs .00135 19 days ,00301 28 days ,00471
9 days ,00152 19 days ,00318 29 days ,00488
10 days ,00169 20 days ,00335 30 days ,00500
- - - -------- --- ------ - -- - - - - - - - - -- -- - - - --- - - - --- -- -- - - - - --------- --- ---
Any party in interest, including the Commonwealth and the personal representative, not satisfied with
the assessment may object thereto within sixty (60) days after receipt of this Notice as provided bV Section
1001 01 the Inheritance and Estate Tax Act of 1961 (72 P,S, 9 2485.1001),
Make check or monev order payable to:
"Register of Wills, Agent"
Mail to the address listed below:
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxoble
estate, In addition to debts incurred by the decedent ar estate, other items are claimable including the cast af
administration, attorney fees, fiduciary fees, funeral and burial expenses including the cast of a buriallat, tombstone
or grave marker and other reloted burial expenses,
All debts being claimed against an estate Ole subject to the appraval of the Register of Wills with whom the
Inheritance Tox Return is filed, Evidence to support the decedent's or the estate's liability for the debts being
claimed should be attached to this schedule,
A family exemption may be claimed by a spouse of 0 decedent who died domiciled in Pennsylvania. If there is
no spouse, or if the spause has farfeited his/her rights, then any child of the decedent who is a member af the same
household can claim the exemption. In the event there is no such spouse or child, the eXllll1ption can be claimed by
o parent or parents who are members of the same household as the decedent. The fomily exemption is allawable only
against assets which pass by a will or by the Pennsylvania Intestate Laws.
NOTE: Compensation paid to an estate representative; namely, an executor or administrator, for services
perfarmed in administering an estote is reportable for Pennsylvonia Income Tax purposes. This taxable income
item should be reported on form P A.40.lndi vidual Income T ox Return,
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1, If the fomily exemption is being claimed, indicate the c1oimont's name, address and his/her relationship to
the decedent. Enter "family exemption" in the remarks column and the amount claimed in the omount column,
2, Assign consecutive numbers to eoch item listed.
3. Enter the date on which eoch debt was incurred and/or paid.
4, Enter the names of each payee.
5, Provide 0 briel explanation in the ren,arks column for each debt claimed.
6, Enter the amount of eoch debt being claimed,
7, The form must be signed by the person who has assumed the responsibility for paying the debts,
IF ADDITIONAL SPACE IS NECESSARY USE 8y," x 11" SHEETS.
REV-449 EX'" (3.eO)
CO,",MONWEAL TN OF PENNSYL VANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT OECEOENT
AFFIDAVIT OF
FIDUCIARY
(In'truc;tion~ on Reverso Side)
*
EstDte 01 Alice B.o__l1pllolland
Lost Address _Co11~9~.-!'.':J:l.'. AP<:~nts
Date of Deoth
October 20, 1980
Camp llill,
PA
17011
Social Security No. 195-07-7701
Bureau File No. 21-80-0762
lei,.'!')
tS1A lE}
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County File No,
1. Decedent died:
( ) Intestate (without a will)
(X ) Testote (leaving a last will-.-copy attached)
2, Is the liling 01 a Fede,al Estate Tax Return required lor this estote? Yes_ No X
3. ( X) Executor/Executrix
) Administrator! Administratrix
4, All correspondence should be mailed to ( ) Attorney
(X ) Fiduciary,
n cO
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Name Fidelity Nationa~ Bank of PA
Address 101 l~. Third Street
Wi1liamsport, PA
(CITY) (STATl:1
17701
tZIPI
5, If an attorney is representing the estate, indicate:
Name Joseph L, Rider
Address 143 W 0 Fourth Str.eet
Williamsport, PA
(CITY) (STAnn
17701
(ZIP)
List all sole deposit boxes registered in the decedent's individual name, or jointly with, or os an ogent ar deputy
of another, or in decedent's individuol name with right 01 access by another as agent or deputy. Include the name
ond address 01 the bank or other institution where the sale deposit box is locoted, the nome (s) in which the box
is registered and the relationship 01 the joint holders to the decedent.
NAME AND AODRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEOENT MAINTAIN EO A SAFE OEPOSIT BOX
NAME OR NAMES IN WHICH
SAFE DEPOSIT BOX IS REGISTER EO
RELATlnNSHIP OF JIlINT
HOLDERS TO OECEDENT
commonwealth llational Bank
Hampden Office
Alice B. Mcllo11and
Under penalties of perjury, I declare that I have e ~d this return, including accompanying schedules and
statements, and to the best 01 my knowledge and be!Jel It is true, corr9ct and complete.
Fi ' ~ty Nation Bank of PA
/, ~ C/z4f1
OATE
. I
PENNSYLVANIA INHERITANCE TAX GENEr<AL INFORMATIOtl
1. PERSONS RESPONSIBLE FOR RCTURN
Section 701 o( the Inheritance and Estate Tax Act of 1961 plOvides t1wt 1.I1e fellowin!'. persons shall prepare and file
a return:
a, The personal representative o( the estate of Ihe decedent as 10 property of the decedent administered by him
and such additional property which is or may be subject to Inheritance Tax of which he/she sllall have or
acquire knowledge;
b. The transferee of property upon the trans(er of which Inheritance Tax is or may be illlposed by the 1961 Stabile,
including a trustee 01 property translerred in trust, provided lIwt no separate return need be made by the transleree
01 property included in the return 01 a persona! representative.
2, PLACE FOR FILING
The return is to be filed in duplicate with the Register of Wills of the county whereio the decedent resided.
3, TIME FOR FILING
The return is due nine months after the decedent's death, unless an extension for filing has been applied for and
granted by tile Secretary of Revenue within the nine-month perind,
4, FAILURE TO FILE RETURN
Section 791 of the 1961 Statute provides thai"" ,any person 'IIho willfu!ly lails to lile a return or other report
required 01 him, , .shall be personally liable, , ,to a penally of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law,"
5. TAX RATES
Inheritance Tax is payable at the rate 016% on translers to lineal descendants, such JS lather, mother, husband, wile,
son, daughter, grandChildren, grandparent, son-in-law and daughter-in-law and atlhe rate 0115% as to all others.
6. PAYMENT OFTAX
The tax assessed on the transfer 01 property reported in the return is due 9 months after lhe decedent's death. Interest
at the rate of 6% per annum accrues thereafter until payment is made, All payments received are first applied to any
interest which may be due with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED,
All checks should be made payable to the Register of Wills 01 the county wherein the decedent resided and are
received subject to the final determination of the Department 01 Revenue,
7. FAILURE TO PAY
The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's
estate or against any property belonging to a transferee liable for the tax,
8. FILING OF FALSE RETURN
Any person who willfully makes a lalse return or report required of him shall. in accordance with Section 793 of the
1961 Statute, be guilty 01 a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding
$1,000 or undergo imprisonment not exceeding one year or both,
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LAST WILL AND TESTAMENT
I, ALICE B. McHOLLAND, of the Borough of Watsontown,
county of Northumberland, Commonwealth of pennsylvania, do hereby
I make my last will and testament and revoke all wills by me at any
time heretofore made,
1.
PECUNIARY LEGACY.
I give the sum of ONE THOUSAND
I
(1,0001
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I' DOLLARS
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I my late
. 2.
to my great-nephew, DAVID WILLIM1 McHOL~~, namesake of
husband,
RESIDUARY ESTATE. All the rest of my estate, real and
personal, I give, devise and bequeath to ISABELLE T, McHOLLAND,
if she survives me. In the event that ISABELLE T. McHOLLAND
~1
predeceases me, I give, devise and bequeath all of my said
i! residuary estate one-half (1/2) to JANET McHOLLAND BERRY and
1\ one-half (1/2) to iolILLIAM P. ~1cHOLLAND, JR. '
II 3, NON-LAPSE. If either JANET McHOLLAND BERRY or WILLIAM pJ
1\' McHOLLAND, JR. shall fail to survive me and shall leave issue
surviving me, the devise and bequest to such beneficiary shall
~! not lapse but shall pass to such surviving issue who shall take,
~!I per stirpes, the share which their deceased ancestor would have
_.---.~ ..taken had he or she survived me. __________.._
I
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law, shall have the following powers:
(a) For the payment of debts or for any purpose of
administration or distribution, to sell, mortgage, lease,
alter, improve, partition, and exchange all or any of my
property, real o~ personal, at any time during the adminis-
tration of my estate or the continuance of said guardianship
and at the termination thereof for purposes of distribution,
selling at public or private sale without an order of court
for such prices and upon such terms as to cash and credit
as said fiduciary deems best, and to grant and convey good
and sufficient title, without liability on the part of the
purchasers to see to the application of the purchase or
consideration moneys, any statute, rule, or case law to the
contrary notwithstanding.
(b) To retain for distribution in kind all stocks,
bonds, and other investments made by me, or in the absolute
discretion of said personal representative or guardian,
to convert the same into cash, whether or not such con-
version is necessary, any statute, rule, or case law to
the contrary notwithstanding.
(c) To retain as investments of the guardianship
all stocks, bonds, and investments o~~ed by me and to
invest and reinvest in other stocks, bonds, shares in.
mutual investment trusts, common trust funds, and other
investments, without-being confined to what are known
as "legal investments" and to sell and transfer the
same, either in person or by attorney, without liability
on the part of the purchasers to see to the application
of the purchase or consideration moneys.
The headings at the beginnings of
I
paragraphs in this will
8.
CONSTRUCTIon,
are for reference purposes only and
shall bo disregarded in tho construction of this instrument.
,
i soal
I
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IN WITNESS WHEREOF I have hereunto set my hand and
this 7th day of May, 1964,
- 2 -
Signed, sealed, published, and declared by tho abovc-
named testntrix as and for her last will and test~nent in our
i presence, who, at her request and in her presence and in the
presence of euch other, have hereunto subscribed our names as
witnesses.
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REV.4~ 1 cx.+ (3.80)
COMMONWEAL'FH OF PENNSVLVANIA
DEPARTMENT OF nEVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
(Instructions all Reverse Side!
Estate of
l\lice B, IlcHolland
ITEM
NO,
UNIT
VALUE
DESCRIPTION
I
"
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1. Cash from Agency Account
2, Checking Account at Conunonl-lCalth llational
Bank
3. Blue,Cross cancellation
4. Savings Account at Conunonwealth l-lational
Bank
5, State Capital Savings & Loan Assoc.,
Savings Certificates
Accrued interest to 10/20/80
6, $5,000. U. S. Treas. Hotes 7.l25~
due 11/15/80
Accrued interest to 10/20/80
7, $11,000, U, S. Treas. Hotes 7.625~
due 8/15/81
Accrued interest to 10/20/80
8, $9,000. U. S. Treas, ~lotes 7.25%
due 8/15/84
Accrued interest to 10/20/80
200 Shs, American Cyanamid Co, 26
219 Shs, American Telephone & Telegraph 5
20 Shs. Chessie System, Inc, 44
138 Shs, CornmomlCalth llational Bank 26
Dividend of 58~ dee, 10/15 payable
11/10 T/ll/R 10/30/80
13. 138 Shs. Greyhound Corp,
14. 300 Shs. Nobil Corp.
15. 230 Shs. ;~, L. Industries, Inc.
16, 60 Shs. Norfolk & Western Railway
17. 107 Shs. Philadelphia Electric Co.
18, 52 Shs. Sun Co.
19, $5,000, Pacific Gas & Electric Co. 9%
due 12/1/01
Accrued interest to 10/20/80
20. $5,000. Tennessee valley Auth. 6.375~>
due 11/1/92
Accrued ,interest to 10/20/80
21. $6,300. U. S, Treas. Bills due 11/6/80
22, 65 Shs. Marley Co. 3.45 Series
A Pfd,
23. HOl'.3ehold Furniture ,}Sale Price
24. 1963 Pontiac Sedan QSalc Price
25.' $1.00 Bill - Silver Certificate QSalc Pric
625
.125
0625
75
99 484375
96 484375
86 6875
9.
10.
11.
12.
14 50
79 4375
61 50
43 6875
13 3125
55 4375
72 00
" 64 50
26.875
ESTIMATED
MAnKET
VALUE
5,172.38
2,718,76
14.45
7,701.73
20,000.00
147.22
4,974,22
154,21
10,613,28
151. 66
7,801.88
117,99
5,325.00
10,977,38
881. 25
3,691.50
80,04
2,001.00
23,831.25
14,145.00
2,621.25
1,424.44
2,882,75
3,600.00
175,00
3,225.00
150.52
6,271.09
1,746,88
605,00
200,00
12.00
*~~"I ~ \
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DEPARTMENT
VALUATION
(OFFICIAL USE ONL Y!
TOTAL THIS PAGE 143,414,13 1;lJ'sI/l/~
REV0452 EX'" (3.80)
COMMONWEALTH Of PE"NlnVANIA
DEPARTMENT Of REVENUE
"RANSFER INHERIUNCE TAX
RESIDENT DECEDENT
ESTATE OF II' ; c" B. Mdln" ;inn
SCHEDULE "e"
TRANSF ERS
*
INSTRUCTIONS:
1. Answer the questions on reverse side.
2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per
Schedules "A," "8," or "E," its estimated market value at date of death, dates 01 transfer, to whom transferred and
relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property,
ITEM
HO,
DESCRIPTIOH
ESTIMATED DEPT, VALUATION
MARKET VALUE (OFFICIAL USE ONLY)
NONE -0-
TOTAL THIS PAGE -0-
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any mClterial part of his estate without receiving
valuClble and adequate consideration? (Answer "Yes" or "No" ,) NO
2, Did decedent, within two years of death, transfer properly from himself' herself to himself/herself and another party
or parties (including CI spouse) in joint ownership? (Answer "Yes" or "No",) lill.-
3, If the answer to one or two above is "Yes" and the translers Me cl<limml to he nontaxaole, provide the following
information:
a, Age of decedent at time of transfer,
b, Copy of death certi ficate,
c, Affi'~,lVit by the C1ltending physician indicating the state of decedent's health at tirue of transfer.
d, All other information supporting nontaxability of tlilllsler.
4, Did decedent, in his/her lifetime, make any lIansfer of property without r~ceiving a valuable or <ldequate consideration
therefor which was 10 take effect in pussession or enjoyment at or after his/her deiilh? (Answer "Yes" or "No".) NO
a, Was there any possibility that the properly translerred might relulll 10 tr,lIisferor or his/her estate or be subject
to his/her power of disposition? (Answer "Yes" or "No".)
b. What was the transferee's age at time of decedent's death?
5, Did decedent in his/her lifetime malIC any transfer without receiving a Wltuable ami adequ<lte consideration therefor
under which transferor expressly or imptiedly reserves for hiS,/ller life or any period wlllch does in fact end before his/her
death:
a. The possession or enjoyment of or the right to income hom the prcllerly transferred? (Answer "Yes" or "No".) NO
b. The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Yes" or "No".) NO
6, If the answer to live b, above is "Yes," state whether the right W<lS reserved in decedenl alone or others.
7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or CClrc of transferor? (Answer "Yes" or "No" ,) NO
8, Did decedent, at any time, transfer property, the b61eficial enjoyment of which wns subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert tu decedent untler terms of transfer or by operation 01
law? (Answer "Yes" or "No".) NO
9, If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
in th~ decedent alone or the decedent and others? (Answer "Yes" or "No" ,)
REV-\53 EX. (3.801
COMMONWEALTH OF PENNSYLVANIA
. DEPj(RTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
ScHEDllLE "D"
BENEFICIARIES
..
{Instructions on Revers. Side!
Estate of Alice B. McHolland
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Great He hew Yes Adult 1 000
Item #1
Sister-in-law Yes 1\dult Residue of the
Estate under
Item #2
David William McHolland
Parkersburg, W. VA
Isabelle T, McHolland
Camp Hill, PA
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be
included, List real estate first,
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
1, Describe all real property as indicated in the instructions for Schedule" A," Describe all personal property
as indicated in the instructions for Schedule "B." I nclude the name, address and relationship to the
decedent of the co.owner[s] and the date the joint ownership was established,
2. Indicate the total market value of the jointly owned property,
3. Indicate the percentage of the decedent's interest,
4, Indicate the market value of the decedent's interest.
t: '" a ('l 6 t"1 > ~
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COMMONWEAL TH OF PENNSYLVAtJIA
DEPAIlTMENT OF I<EVEt'IUE
TRAtlSFER INHERITANCE TAX
RESIOENT DECEOENT
INIiERITANCE TAX
APPRAISEMENT
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REV."1l1 EXt (7-410)
[ilORIGINAL
[J SUPPLEMENT AL
File No. ___.__ 2),.,80,:01.62
Estate of _AlicEl_~-,-Mcl:lol~j1nd
------.---+-
Coun ty
C.\lIllberland-.--_ _.___._._._.
.. ....---------..---
Dote of Death _Qc_tQb~r...2O'.-19BO
In the 'lvenl thot any futufe interest In Ill;'" estute Is tronsflJrrl!ld In pOSSCluion or "nlcymen' to collateral heirs of tha decedent after tho
oxplrotlon of any estate for life Dr for yeou,. lh~ Communwoalth horeby oxpressly ff'SvrVOI tho right to upploiso and allon transfer
Inheritance taxo!ll ot the law(ul collateral. rat~ Qn any su&h {uluIO Interest. .
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
.-.------
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Tolol Real Property - 5CH, "A". , . , " $ __N9.ne-
2. Tolol Personal Property - 5CH, "B", , , . $ 143,414,13
3, Tolol Joinlly Owned Property - 5CH, "E" $ 5.000,00
4, Tolol Tronslers _ 5CH. "C", . ,', . , ., $ None
Unreporled $
Unreported $
Unreported $
Un rep orled S
S None
S 143.414.13
$ <;,000 on
$ None
$
148.414.13
o LIFE ESTATE
DANNUITY
TOT AL GROSS ASSETS
DREMAINDER
---_.------+------ -
TOTAL VALUE
s
if if /'1./;;
------- .
I do hereby certify that the obove appraisement is mode in confarmi y with Pennsylvania low and hos been filed this
day with the Register of Wills, /)
c-:2-'-_ [
August 14. 1981
DATE
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0 :z: H 0 0 CI) :E:~ Hri
ll< <>: H rr.. H :::> CJ:l :E: P::::':: OJ III
0 . ~ 0 H 0 :z: ~:I: <>: p:: .0 oM
P:: E-< 0 <>: C\ <>: C'ij H W Sri
ll< CJ:l H ~ ::r: H H ;:IH
P:: rr.. H "" H 0 0 m
H H P:: H 0
rr.. rr.. 0 :=:
"<..
"
. .-,
.' ...
.
\
!
!W!.
Oct.
Dec.
Feb.
Blue Cross,
Medicare reimbursement
10 :' Bell Telephone Co.,
Credit for service &
equipment not used
Blue Cross,
Medicare reimbursement
Blue Cross,
65 special reimbursement
29 ,:
"
19
24
1981
,;
'.
Jan. 26
May 18
:i
1980
Nov.
....
"
1;
ii
I IN THE MATTER OF
I,
IN THE COURT OF COMMON PLEAS
THE ESTATE OF
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ALICE B. McHOLLAND,
DECEASED
NO, 21-80-0762
,
THE FIRST AND FINAL ACCOUNT OF
COMMONWEALTH BANK AND TRUST COMPANY, N.A., SUCCESSOR
TO FIDELITY NATIONAL BANK OF PA., EXECUTOR OF THE
ESTATE OF ALICE B. McHOLLAND, DECEASED
PRINCIPAL DEBITS
The Accountant charges itself with the following:
, Balance per Inventory filed June 25, 1981
$143,414,13
50.00
3.09
16.00
4.00
Penna. Power & Light Co.,
Refund of overpayment
U, S. Treasury,
1980 U. S. Individual Income
tax refund
Transferred from Income for Investments
9.20
101.00
12,206.78
i
t
$155,804.20 l
I
Total Principal Debits
PRINCIPAL INVESTMENTS CONVERTED INTO CASH
GAIN
LOSS
6
Morgan Guaranty Trust Co"
Proceeds redemption $6,300.
U. S. Treasury Bills due
11/6/80 @99.54llll1
Net Proceeds $ 6,271.09
Original Cost 6,271.09
-0-
-0-
, - ,;.'.'86
'UIJ I'~;'L'
lI~t~;.L ."
- .
GAIN LOSS
Nov. 14 Morgan Guaranty Trust Co.,
. Proceeds redemption $5,000.
" U. S. Treasury Notes 7.125%
"
" due 11/15/80 @100.
"
i! Net Proceeds $ 5,000.00
" Original Cost 4,974.22 $ 25.78
,!
"
i!
1lli. !I
"
Jan. 15 d Fidelity National Bank of Pa"
;- Proceeds sale 150 units
"
, Cash Asset Fund @lOO,
.'
!
q Net Proceeds $15,000.00
, Original Cost 15,000.00 -0- -0-
i!
I'
"
27 State Capital Savings & Loan Assn. ,
Proceeds sale $20,000.
Savings certificate @100.
Net Proceeds $20,000.00
Original Cost 20,000.00 -0- -0-
I 29 ii Fidelity National Bank of Pa.,
I!
1\ Proceeds sale 30 shs,
1 ., Cash Asset Fund @lOO,
~ ! Net Proceeds $ 3,000.00
,
I 'I original Cost 3,000,00 -0- -O-
i'
I .
!
I Feb. 1 Morgan Guaranty Trust Co. ,
i Proceeds sale $11,000.
,
I U. S. Treasury Notes 7.625%
i .1
I " due 8/15/81 @95.4375454
t i
I " Net Proceeds $10,498,13
:
I I' Original Cost 10,613,28 115.15
,
I
Morgan Guaranty Trust Co"
I
i Proceeds sale $9,000,
I U. S. Treasury Notes 7,25%
I
I due 8/15/84 @84.60
I
I Net Proceeds $ 7,614.00
I Original Cost 7,801.88 187.88
I
I 5 , Merrill Lynch & Co. ,
! Proceeds sale 200 shs. American
.
I I:, cyanamid Co. @28.979
.,
I Net Proceeds $ 5,795.80
Original Cost 5,325.00 470.80
-2-
Ubi-II .i.uG rAG( 287
, "
i!
.1
"
GAIN LOSS
,
;, Merrill Lynch & Co.,
Proceeds sale $5,000. Pacific
Gas & Electric Co. 9% due
, 12/1/01 @62.842
Net Proceeds $ 3,142.10
Original Cost 3,600.00 $ $ 457.90
"
"
Feb. 23 i Merrill Lynch & Co. ,
" Proceeds sale 65 shs. Marley
~ i Company $3.45 Series A pfd.
',I @27.42630769
" Net Proceeds $ 1,782.71
I! Original Cost 1,746.88 35.83
Mar. 6 Merrill Lynch & Co. ,
Proceeds sale 30 shs. NL
Industries, Inc. @62.9193333
Net Proceeds $ 1,887.58
Original Cost 1,845.00 42.58
July 2 Commonwealth Bank and Trust Company, N.A.
Proceeds sale 28 shs. Cash
Asset Fund @100.
Net Proceeds $ 2,800.00
Original Cost 2,800.00 -0- -0-
;i
!: TOTAL $ 1,944.93 $ 3,948,35
LOSS ON CONVERSION INTO CASH $ 2,003.42
,
,.
"
,
"
"
-4-
lIBL~ .ilJtJ rAGE 289
1980
Oct.
Nov.
.;.
Dec.
, i: PRINCIPAL CREDITS
:i The Accountant asks credit for the following:
"
~ i
30 :' Harrisburg X-Ray Associates,
,. Balance due
:; Penna, Power & Light Co.,
,. Balance due
Bell of Pa.,
Balance due for service
ending 10/31/80
Atlantic Richfield,
': Balance due
10 ',Helen Myers,
!i Rent for November less
: security deposit $100.00
13 "Fidelity National Bank of Pa.,
. Purchase 63 shs. Cash
Asset Fund @100.
14 'Richard Fideler, M,D.
,
., Balance due
17 :' Bell of Pa.,
'. Balance due for service
"
:: ending 11/30/80
19 :; Fidelity National Bank of Pa.,
: i Purchase 45 shs. Cash
, Asset Fund @100.
24 Ii Mary Lewis, Register & Recorder,
" Probate will & six (6)
,: Short Certificates
26 !' Bob, Chuck & Rich Roan,
:, Appraisal of personal property
9, Mary G. Mosser, Register & Recorder,
:1 Affidavit of subscribing
!; witness, Malcolm Muir
10 " Penna. Power & Light Co.,
:i Balance due for service
ending 11/17/80
11 i: Fidelity National Bank of Pa.,
Purchase 30 shs. Cash
Asset Fund @100.
12 Truman Horner,
T.V, service for October
I'
18 Fidelity National Bank of Pa.,
Purchase 80 shs. Cash
Asset Fund @100.
22 FHN Associates,
Services not covered by Medicare
26 " Fidelity National Bank of Pa.,
Purchase 62 shs. Cash
Asset Fund @100.
$
60.00
11. 44
7.56
15.50
145.00
$ 6,300.00
440.00
53.74
4,500.00
55.00
125.00
5.00
9.20
3,000.00
3.95
8,000.00
60.00
6,200.00
-5-
lI~L', .1.uG r~~E 290
:
~ I
I'
il
29
Penna. Power & Light Co.,
Balance due for period
ending 12/B/BO
19B1
\ Cumberland Publishers, Inc.,
I Advertising Executor's Notice
Cumberland Law Journal,
Ii Advertising Executor's Notice
ii Mary Lewis, Register of Wills,
,[ Pa. Inheritance Tax on account
14 'j Bell of Pa.,
, Final service
21 I Myers Hall Funeral Home,
, Funeral expenses
29 I Fidelity National Bank of Pa.,
I Purchase 169 shs. Cash
\ Asset Fund @100.
5 Pa. Department of Transportation,
'I Fee for duplicate automobile title
12 i Fidelity National Bank of Pa.,
II Purchase BBB shs. Cash
II Asset Fund @100.
26 1 Fidelity National Bank of Pa.,
I Purchase lB shs. Cash
, Cash Asset Fund @100.
\ Fidelity National Bank of Pa.,
Purchase 18 shs. Cash
I Asset Fund @100.
12 Fidelity National Bank of Pa"
II Purchase 23 shs. Cash
Asset Fund @100.
Internal Revenue Service,
19BO U. S. Fiduciary Income tax
Pa. Department of Revenue,
I 1980 Pa. Fiduciary Income tax
Fidelity National Bank of Pa.,
Purchase 15 shs. Cash
I Asset Fund @100.
9 Penna, Department of Revenue,
,I 19BO Pa. Individual Income tax
14 \'1 Fidelity National Bank of Pa"
Purchase 17 shs. Cash
Asset Fund @100.
21 \ Fidelity National Bank of Pa.,
Purchase 1 share Cash
Asset Fund @100.
41 I Fidelity National Bank of Pa.,
Purchase 13 shs. Cash
Asset Fund @100.
5 I Pa. Department of Transportation
Application for duplicate
title (second time)
Jan.
5
12
Feb.
$16,900.00
Mar.
19
30
Apr.
2
May
June
II
II
I
-6-
. n"1
~'~L r; llJti :'~';E ,-OJ
8B,BOO.00
1,800.00
1,800.00
2,300.00
1,500.00
1,700.00
100.00
1,300.00
$
12.75
21. 50
lB.OO
15,000.00
.34
2,515.00
5.00
23.81
23,45
1. 93
5.00
I
I
I
\
I The Accountant charges itself with the following:
I
I
\
II
I
I
I
INCOME DEBITS
Tennessee Valley Authority,
Interest received on $5,000,
6,375% due 10/1/92
for the following years:
Bonds
1980
$
8.85
1981
$
159.37
$
168.22
U, S. Treasury,
Interest received on $5,000.
7,125% due 11/15/80 for 1980
Notes
23.92
Fidelity National Bank of Pa.,
Interest received on Cash Asset
Fund for the following years:
1980
I
il Pacific Gas & Electric Co.,
Accrued interest received on $5,000.
9% due 12/1/01 for the following
years:
$
193.48
1981
$10,406.63
10,600.11
1980
$
50.00
1981
$
80.00
130.00
State Capital Savings & Loan Assn.,
Interest received on Savings Certificate
for the following years:
1080 $ 145.54 1981 $ 268.43 413.97
Norfolk & Western Railway Co, ,
Dividends received for 1980 33.00
I
I Sun Co., Inc.,
Dividends received for 1980 23.40
I
I Mobil Corp., for the
i Dividends received
I following years:
I 1980 $ 300.00 1981 $ 300.00 600.00
Chessie Systems, Inc. ,
I Dividends received for 1980 12.80
I
I' Philadelphia Electric Co.,
, Dividends received for 1980 48.15
I -8-
U:R~ lUG ;'~CE Z53
'.
American cyanamid Co.,
Dividends received for 1980 $ 80.00
" Industries,
I, N.L. Inc. ,
d
\1 Dividends received for 1980 80.50
II Greyhound Corp.,
;:
ji Dividends received for 1981 41.40
:i
American Telephone & Telegraph Co. ,
Dividends received for 1981 273.75
; u. s. Treasury,
i ~ Interest received on $11,000. Notes
7.625% due 8/15/81 for 1981 238.09
II
"
I, u. s. Treasury,
,
I! Interest received on $9,000. Notes
.'
" 7.25% due 8/15/84 for 1981 185.21
I'
.: Commonwealth National Bank,
:i
!! Dividends received for 1981 80.04
.'
!W. ':
Nov. 6 u. S. Treasury,
Interest received on $6,300.
u. S. Treasury Bills due 11/6/80 28.91
"
ill! I'
Sept. 3 Federated Investors,
U. S. Treasury Obligation Fund,
Interest received for 1981 16.76
Total Income Debits $ 13,078.23
11
I:
"
-9-
.LtJG :'~G[ Z&4
U~..~.
INCOME CREDITS
12ll
Jan. 12
:: The Accountant asks credit for the following:
"
Internal Revenue Service,
1980 u. S. Individual Income
Tax Estimate
$
150.00
14 ' Pa. Department of Revenue,
!I 1980 Pa, Individual Income Tax
" Estimate
" 35.00
i1
,;
Feb, 23 " Fidelity National Bank of Pa.,
! Reimbursement on postage for
.'
, securities 1.66
April 27 personal Property Escrow Account,
, 1981 Lycoming County Personal
'!
Ii Property Tax 30.89
Ii
Commonwealth Bank and Trust Company, N.A.,
Income commission for the following years:
,
I
"
$
49.98
1981
$ 603.92
653.90
1980
:i Transferred to Principal for Investments
12,206.78
$ 13,078.23
"
:;
i
Total Income Credits
"
!
"
I
I
;1
!:
I'
I
.,
-10-
L~:1:;~
lutJ :'~CE ~55
",'
\
\
I
County of Northumberland, Conunonwealth of Pennsylvania, do hereby I
I
make my last will and testament and revoke all wills by me at any I
I
I
\
i
PECUNIARY LEGACY. I give the sum o~ ONE THOUSAND (1'0001
DOLLARS to my great-nephew, DAVID WILLIM1 McHOL~~D, namesake of
my late husband, I
I
I
LAST WILL AND TESTAMENT
, "
I, ALICE B, McHOLLAND, of the Borough of Watsontown,
time heretofore made.
1.
2.
RESIDUARY ESTATE.
All the rest of my estate, real and
personal, I give, devise and bequeath to ISABELLE T, McHOLLAND,
if she survives me, In the event that ISABELLE T, McHOLLAND
predeceases me, I give, devise and bequeath all of my said
1\ residuary estate one-half (1/2) to JANET McHOLLAND BERRY and I
II'n'-halt (1/2l t, WILLIAM P. M,HOLLAND. JR. !
Ii 3. NON-LAPSE, If either JANET McHOLLAND BERRY or WILLIAM pi
McHOLLAND, JR. shall fail to survive me and shall leave issue
surviving me, the devise and bequest to such beneficiary shall
~\\ not lapse but shall pass to such surviving issue who shall take,
~I per stirpes, the share which their deceased ancestor would have
~ taken had he or she survived me.
4. TAXES, I direct that all estate, inheritance and
succession taxes shall be paid out of my residuary estate.
5. GUARDIAN. I appoint THE FIRST NATIONAL BANK OF
WILLIAMS PORT guardian of any property which passes to a minor
under this will, or any codicil hereto, or otherwise than under
this will,and with respect to which I am authorized to appoint a
guardian by will, Such guardian shall have the power to use
'principal as well as income from time. to time for the minor's
support, welfare, and education, including an education at an
institution of higher learning, and shall serve without bend.
6. EXECUTOR, I appoint THE FIRST NATIONAL BANK OF
WILLIAMS PORT executor of this will,
I
I
i 7, FIDUCIARY'S POWERS, I dir'ect that my personal
\ representative and the guardian herein appointed, in addition
to and not 1n limitation of any authority given to the same by
I
i
,
I
.,t. ~
.,
shall have the following powers:
(a) For the payment of debts or for any purpose, of .
.
administration or distribution, to sell, mortgage, lease,
alter, improve, partition, and exch~nge all or any of my
property, real or personal, at any time during the adminis-
tration of my estate or the continuance of said guardianship
and at the termination thereof for purposes of distribution,
selling at public or private sale without an order of court
for such prices and upon such terms as to cash and credit
as said fiduciary deems best, and to grant and convey good
and sufficient title, without liability on the part of the
purchasers to see to the application of the purchase or
consideration moneys, any statute, rule, or case law to the
contrary notwithstanding.
(b) To retain for distribution in kind all stocks,
bonds, and other investments made by me, or in the absolute
discretion of said personal representative or guardian,
to convert the same into cash, whether or not such con-
II
\1
I
1
I
I
version is necessary, any statute, rule, or case law to
the contrary notwithstanding.
(c) To retain as investments of the guardianship
all stocks, bonds, and investments o~~ed by me and to
invest and reinvest in other stocks, bonds, shares in,
mutual investment trusts, common trust funds, and other
\ investments, without being confined to what are known
I as "legal investments" and to sell and transfer the
same, either in person or by attorney, without liability
on the part of the purchasers to see to the application
of the purchase or consideration moneys.
8. CONSTRUCTION. The headings at the beginnings of
paragraphs in this will are for reference purposes only and
shall be disregarded in tho construction of this instrument.
,I
I IN ~IITNESS "'IHEREOF I have hereunto set my hand and
i
\ soal this 7th day of May, 1964,
\
.-)
a~ /:5.)/le~~SEALJ
Alice B.'McHolland .
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\ .--..,. -- .~- -~ -- ~---- -- -..
! d~;i~~~~\;~~t~\:,:,~;, < '~'_' COMMONWEALTH OF PENNSYLVANIA
! 4 ~K0004'1S,' ' DEPARTMENT OF REVENUE
I ~~!, ,il :",' ;: :OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
1 I"'''''"^< '.
;II
.
If
II
=
!II
~,
. t ,
,
--
TAX AT 6%
TAX AT 15%
I'UeU.t:y DUo_l BaY of . .
101 w. 'fh1d lueet
wl111....poR. ,a. 11101
'--ESTATEj"NF(jRMATiCiN-:--~i-io~--i9io------
DA TE OF DEATH
21-80-762
TAXAT_%
.
. \ RECEIVED
II FROM
AOORESS
ESTATE TAX
15.781.47
TOTAL TAX CREDIT
789.47
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_1
FILE NUMBER
JUUaQ' 14. 1981
ALlc:. B. MaJllDLLUD
cuabed&D4
1
TOTAL AMOUNT PAID
I
DATE OF PAYMENT
m
m
NAME OF DECEDENT
15,000.00
. COUNTY
------------------------------------------
POSTMARK DATE
REMARKS: -'AID OM ACt-vu."'.
RECEIVED BY
. ///, /,f (:. /,}'>u'v.J
I ~~~A~
b9utu of willa
SEAL
t
REGISTER OF WILLS
--
.-------
,
lfllliaupoR, .A
17701
TOTAL TAX CREDIT
4355.55
-----.---------
! ..-...... -- - ---- ._---~ .. -.
1 JI.'-REy."eZEX 'C.'- ".:.: '.' ..' . - .
I dl~~'"'\.:'i>>;":> ,', '. COMMONWEALTH OF PENNSYLVANIA
1 4 'N!:>.1Kr;;;29611". .", , ..' DEPARTMENT OF REVENUE
1 l(!.f;t;!;;;,:,,:::,,:,:, "':. OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
I =
'\ f
i I "ROM
Ii ,.1 ADDRESS 101 If..t ThiNS treet
, ..
,I
j I
"
1\
\
I
\
TAX AT 6%
TAX AT 15%
TAXAT_%
ESTATE TAX
'--E5iA'iE1N-FoRMA'iibN7--H~;.~;-io;-li80----
DA TE OF DEATH
FILE NUMBER
21-80-762
LESS DISCOUNT
COUNTY
June 29, 1981
Alice B. McBo11and
cWllberland
m
m
PLUS % INTEREST
(FROM To_I
DATE OF PAYMENT
NAME OF DECEDENT
--------------------------------------------
TOTAL AMOUNT PAID
4355.55
POSTMARK DATE
t' : REMARKS:
U -,aieS on Account-
SEAL
RECEIVED BY
,,/JliA,<-
I. SIGNATURE
, t
REGISTER OF WILLS