HomeMy WebLinkAbout01-0832
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of \;.~"",,e... S. '&X No. .:JJ - 01 - 2r3:l
also known as To:
Register of Wills for the
. Deceased. County of in the
Social Security No. ~-Ji' - I?/-S;- Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the ewcu~
in the last will of the above decedent, dated ~..~~
and codicil(s) dated
~
named
,1~
Decendent was domiciled at death in
he r last family or principal residence at
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
(].
u..
Ir...:- ( ..., r
,IlPO I
years f age;.- died
at <S' ~ __4 ·
Except as ollows, decedent did not marry, was not div reed and did not have a child born or adopted
after execution of e will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$~ooo
$
$
$
WHEREFORE, petitioner(s) respectfully request~probate of the last will and codicil(s)
presented herewith and the grant of letters ~-s-b. ~
(testamentary; dmInlstratIon c.t.a.; admInistratIon d.b.n.c.t.a.)
theron.
~
'"
~
'"
u
l:::
'"
-o~
.- '"
"'~
'" ...
0::'"
l:::
-00
c::"O
cu".::
~'"
~Ilo
"''-
50
~
l:::
00
Vi
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1- ss
COUNTY OF CUBERLAND J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed \.\ ~ t:: ........ ~:f. ~
before me this 6th day of { =1I ~ -, ) , ~.
E~ OOX2001 ~
'/Y'ylIUJ. :rf._..T:_ ~
\6. ~ Rq~~ ~
/7 - ~ - )3
No. 21-01-832
Estate of
JEANNE S BEX
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW SEPTEMBER 7 m2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated NOV. 27.1 goB
described therein be admitted to probate and filed of record as the last will of
JEANNE S. BEX
TESTAMENTARY
JOHN E. BEX
and Letters
are hereby granted to
~ C,. i,,~ Db. ,()l$.Ct~
Register of Will!
FEES
Probate, Letters, Etc. .........
Short Certificates( 8) . . . . . . . . . .
Renunciation ................
x-pages
JCP
$ 340.00
$ 24.00
$
$ 3.00
S.OO
TOTAL _ $ 17?OO
.. . . . ?~~ t. 7.,.2Q03.. . . . .. . . . . . . . . . .
SCOTT M. DINNER, ESQ.
ATTORNEY (Sup. Ct. J.D. No.)
3117 Chestnut St.
CAMP HTT.T'r p~, 17011
ADDRESS
Filed
717-761-5800
PHONE
fY\~~~~ Cf-?-o\
LT. f'I".~f'I<; ':',T;.\' (I/~)/,
This is to certify that the information here given is correctly copied from an original certificate of death du~y filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7556007
No.
1.44W<~ (.d(.J~
Local Registrar
Y1:C.#AA2~ ~ 7; JcfCJl_
Date
HI05,144 Ae...., 1191
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
TYPErPRINT
IN
PERMANENT
BLACK INK
I
~
:J
if)
<
"ii
12 111A.1 I IJJ
SEX
..Female
..
PLACE OF DEATH (ChedI 0011' one see InsltuctlonS on other SIde)
HOSPITAl:
Inpalienl 0
~::It~) 0
R
Bex
UNDER 1 DAY
Hours Minutes
DATE OF BIRTH
(MOllth,Day,'l8ar)
BIRTHPLACE {Cily and
State Of Ftxeign COllnky)
Chicago, Illinois
CITY, BOA
Ie.
DECEDENT'S USUAL QCCUPATK)N
(Gi...e kind ot work dOne duf~ mosl
01 WOfkIH~~~mseak~~)
11a. 11 ,
DECEDENT'S MAILING ADDRESS (St/eel, CltyfTown. Stale, ZipCodel
Own Home
DECEDENT'S
ACTUAL
RESIDENCE
(Seelnslfuctl()(l;;
olherSlde)
17b. Counl
8 Mayfield Road
Mechanicsburg, Pennsylvania 1705
STATE FilE NUMBER
SOCIAL SECURITY NUMBER
359 14
DATE OF DEATH (MOll\t1, Day, Year)
September 3, 2001
White
SURVIVING SPOUSE
(U wile, 9l"e maiden name)
John E. Sex
wp.
twp
Harro Scharbau
John E. Sex
Cumberland 17d.o ~'=~~":'Of
MOTHER'SNAMEI"""_.MoideoSu"'amel Rowena Webster
10.
'NFORMANT'S!!AlLII'GApo~Ep~''''.~,,1]owo SI....ZipC"""J P 17055
. II Maynelo Koao MeCnanlCSDurg, a.
city/bolO
Conolite Crematory
lOCATION. CClyfTown, Stale, Zip Code
Schaefferstown, Pa. 17088
21<:.
PLACE OF DISPOSITION. Name of Cemetery, Cremalory
or OIh&r P1ace
ld.
LICENSE NUMBER
FD-014318-L
22b.
, death occurred IU the time, date IU1d place staled
,1Ie1
NAME AND ADDRESS Of FACILITY
Myers Funeral Home, Inc. 37 East Main Street Mechanlcsburg, Pa 17055
LICENSE NUMBER DATE SIGNED
(ManU" Da~, Year)
'c.
2311. 2Jc.
WAS CASE REFERRED 10 MEDICAL EXAJJ!INEAICOAONER?
....JQ f'.O. NoD
DATE PRONOUNCED DEAD (Month, Day, Year)
September 3, 2001
.,..
TIME OF DEATH prx.
'4. 1 : 00 A..
27. PART I: Enler the diM...., Injuflea or compllcallOOI which caUMd lhe death. Do not enter tile mode of dying, such as cardiac Of respiratory arrest, shock or heart taikn.
List onty one cause on each line
I Approxlmata
: irllerval betWeen
:onHt and death
i
PART II: Other Mgniflcanl condItiOnl contributing to death, tMA
not ruulling in the underlying CIIU$8 given in PART I
Presumed Natural Causes
DUE 10 lOR AS A CONSEQUENCE OF)'
b.
DUE TO (OR AS A CONSEQUENCE OF)'
OUE lO(OA AS A CONSEQUENCE Of).
d
WERE AUlOPSV FINDINGS
AltPJl.ABlE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
MANNER OF DEATH
DATE OF INJURV
(MOflth.Day. Yttar)
)(l
o
o
o
INJURV AT WORK?
Nah.llal
Homicide
o
o ... M.
(J ~~d~~~~~::;l~tt home, farm, Ilr..l, ladory, onlce
....
No [J
Accidlilnl
Pending In"esligation
Ve. 0 No~ Yes 0
2... 21b.
CERTIFiER (Check ont~ one)
.CERTIFVtNQ PHYSICIAN (PtlySICIiIII c&rtllying cause of rjealn ",,"an anOlher pllysician has plUflounced Otldlt. <lnd cornf.>lt:llKt 1l00n 2:J)
To tM bell 01 mY' knowtedge, death oc:cuned dua kI the cauHC') and manner al alated.
Could not be (Jalermlned
Suicida
'0.
>-
z
w
:;:
:;l
o
~
o
w
:>
<
z
.PRONOUNCING AND CERTIFYING PHYSiCIAN (Phy!.lCian both pronouncing death ana ceflifyillgto cause wI \J&altlj
To lIM beat of my knowladge, death occurred a' thIi Ume, cqla, end place. end due to the ceu..(a) Ind menner " .taled
.UEOK;AL EXAMINERlCOROHER
On the bae'- of ..amin.tlon .00/. InvnUg.tton, in my opinion. d..th OCCURed.' the t1mt1, d.'., .nd place..nd due to the uuae(.) and
m.nner.....led...,.,...,.,.,....,.."'....,....,..."""'.....""'.."..'.'..'.."......"'......".'..."... .
311.
AEGIST
"'.
Coroner
DATE NED (Monlll Day Yeafj
0310. 31d. Sept. 4, 2001
NAME AND ADDRESS Of PERSON WHO COMPlETED CAUSE Of DEATH
(lIem27)Typeo<Prinf Michael L. Norris, Coroner
M 6375 Basehore Road. Suite #1
p(u. Mechanicsburg, Pa. 17050
DATE FIlED(Montl1, Day. Year)
34. Se. Tembe./f!. ~ ..:< I)" I
,~
., ;
.40
, .
JOINT 1JIast lIill attb Wtstattttttt
BE IT REMEMBERED, That We, JOHN E. BEX and JEANNE S. BEX, hus-
band and wife, of 8 Mayfield Road (Mechanicsburg 17055), Upper Allen Township,
County of Cumberland and Commonwealth of Pennsylvania, both being of sound
minds and disposing memories, and desiring to make this disposition of our earth
ly affairs so that no contention may arise concerning the same when we, or either
of us be dead, and also to provide for the distribution of each of our separate est
ates in the event of our simultaneous deaths in a common disaster, so each mutua -
ly in consideration of the other's making his or her Will, and of the provisions
made herein in each other's behalf, make this our JOINT LAST WILL AND TEST
AMENT, thereby voiding all prior Wills heretobefore made by either of us, and
agree that the same cannot be changed or varied by either without the consent in
writing of the other.
AND FIRST, We direct that our respective funerals be conducted in manners
corresponding with our respective estates and situations in life, and that all of
our respective and just debts and funeral expenses shall be fully paid and satisfie
as soon as conveniently may be after our respective deaths.
AND to such estate as it has pleased God to entrust to us separately and joint
it is the will and desire of each of us, and our mutual desire, that on the death of
either of us our entire estate, real, personal and mixed whatsoever and whereso'"
ever it may be situate, together with the rest, residue and remainder thereof,
and the estate of the one so dying, shall pass to the survivor for life, with power
to consume or pass on to our heirs hereinafter namoo., without giving Bond or the
intervening of a Trustee.
AND in the event of our simultaneuus deaths in a common disaster, the pro-
ceeds from the sale of our real estate, if necessary, at private or public sale,
together with all of the sum total of all monies, including the liquidation of any
stocks, bonds, negotiable securities, insurance policies, and any other personalt
as well as the rest, residue and remainder thereof, we bequeath and devise unto
END OF PAGE ONE (l) OF TWO (2) PAGES
..
...
. .
... ..
our two (2) Beloved Sons, by dividing it into two (2) equal shares, share and
share alike, namely: B~IAN WILLIAM LOUIS BEX, as of this date residing
in Bloomington, Indiana; and JOHN DAVID BEX, as of this date residing at
home with us.
AND WE hereby nominate, constitute and appoint each other in the event
of one pre-deceasing the other, as Executor or Executrix, but in the event of
a common disaster, then our Son BRIAN WILLIAM LOUIS BEX shall be the
Executor with commission. We trust that he shall consult Attorney Peter Kre
hel, Sunbury, Pennsylvania 17801, for any assistance in the administration of
our estates, and we further direct that our Executor shall not be required to
post bond in this er any other jurisdiction.
IN WITNESS WHEREOF, we , JOHN E. BEX and JEANNE S. BEX, the
Testator and Testatrix, have hereunto set our hands and seals to this our
Joint Will this :J.. 7
day of November, 1968.
~
t'
-1/ Alw~ ..-.1. ~~
~
(SEAL)
(SEAL)
Signed, Sealed, Published and Declared by the above named JOHN E. BEX and
JEANNE S. BEX, husband and wife, as and for their Joint Last Will and Testa
ment in the presence of us, who have hereunto subscribed our names at their
request as Witnesses thereto, in the presence of the said Testator and Testa-
trix and of each other.
residing at ~ \'\~y~ 'l( \. Q\~\~
\\~ ,,- \,~~ r:,. ,~ . ~...._..
.- '. ,,~ , . residing at \.~-t.' rJt..~. ~\
~ Ci)J (3, I' ~ \{'.~:L
E~OF PAGE TWO (2) OF TWO (2) PAGES' .
REGISTER OF WILLS OF CL.-L~{~ COUNTY
OATH OF SUBSCRIBING WITNESS
.,
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat , sign the same and that signed as a witness at the
request of testat_ in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19_
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Q(~~ r S- ({;y b-,
~~~r1 ~. ~<<
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
WE ARE familiar with the signature of JEANNE S. BEX
cXmDC
will
that
test at RIX of (one of the subscribing witnesses to) the
THEY
presented herewith and
~k
believes the signature on the will is in the handwriting of
to the best of THEIR
JEANNE S. BEX
knowledge and belief.
Sworn to or affirmed and subscribed before
me this 6th day of
SEPT'. X})9 2001
Register
COMMONWEALTH OF PENNSYLVANIA"
COUNTY OF CUMBERLAND
}
~:
John E. Bex
being duly appointed according to law, deposes and says that he I ~ F.Xf"cnt-or
of the Estate of Jeanne S. Bex
late of Upper Allen 'f'own~h i P , Cumberland County, Pa., deceased and that the
within is an inventory made by .John F. Rf"X , the said Executor
of the entire estate of said decedent, consisting of all the personal prop.trty and real estate, except real .stat. outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
~~ {)6+- de:, Jr ~~
~~~
,
lQ. ~oo I
Swll\"h
and subscribed before me,
8 Mayfield Road
Date' of Death
Mechancisburq, PA 17055
Aclclr...
September
Month
2001
Y..r
INSTRUCTIONS
, . An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of '949.
nc
,- -,..
= (t"
~?2
rr '
;''',
\'1.-'
9
CJ
C":l
W
>- -ti
G
.... W ...
>- a:: .... III
W ~ >< G
0::: G. Q) U G
0 In G
0 w !:Xl C '" -
a:: w III .
I- :I: G. LL G. C
Z .... -I III ..
-I -< 0 U) G. 0
u.. =
W 0 -< w >. -<
> Z a:: Q) ...
Z 0 c c: c
c: ::I
In Z 0
0 a:: ltl 0 0
Z w -< Q) ..
G. ~ ~
c
...
- I:
0 G
..Q ~ ..M
G E
... -! 0
... ::I 0
-' U u: -
V
N
d
U"I
~nventory of the real and personal estate of
Jeanne S. Bex
deceased
1. 10.500 Shares Fulton Financial Common stock 228,48( 00
2. PNC Bank Svgs Acct. #5000753451 12.741 1 1
3. PNC Bank CD #21001025489 27,953 38
4. PNC Bank CD #21001029510 10,699 31
5. PNC Bank CD #21001029581 '4,316 87
6. PNC Bank CD #3140041086 26,391 71
7. PNC Bank CD #31700189823 28,051 47
8. PNC BAnk CD #31300191068 28,051 47
9. PNC Bank CD #31000189989 10,798\ 49
10. PNC Bank CD #31100213565 12,768] 18
11. 12- $1000 Series EE U.S. Savings Bonds 14,980 80
12. Mellon Bank Chekking Acct. #885-001-8923 132,,93 77
Total
548,161 56
r;L
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Jeanne S. Bex
Date of Death: September 3, 2001
Will No.
Admin No. 21-01-0832
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate.
1. State whether administration of the estate is complete.
Yes X No
2. If the answer is No, state when the personal representative reasonably believe
that the administration will be complete.
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to the
parties in interest? Yes X No
Lr'I
S:?'
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this repo~:=,,__.~ _, _,
~x~ ~~
SIgnature -
John E. Bex
Name (Please type or print)
8 Mayfield Road
Mechanicsburg, P A 17055
Address
717-766-0697
Tel. No.
Date~
N
0....
.-
M
U
c:::J
<.':.:,. )
:,) Cl
Q.\CC
cr:
is
'iJ
. .0
:J:. s::
J3=
""" ..,i/I
(.)0
Capacity: X Personal Representative
_ Counsel for personal
Representative
t
U.S. Postal Service
CERTIFIED MAJL RECEIPT
(Domestic Mail Only; No Insurance Coverage Provided)
CJ
...a
ITI
ru
ITI
...a
.-'l
IT"
I J
Postage $
Certified Fee
Postmark
Return Receipt Fee Here
(Endorsement Required)
Restricted Delivery Fee
(Endorsement Required)
Total Postage & Fees $
CJ
.-'l
CJ
CJ
CJ
I"-
...a
.-'l Sent Te::;. ~, E:
---------v-~------ffi---,v~n~~c-------~1_----------------------------
~ Street, Apt. No.; or ~~i;r:~__~__J.\.~_QJ_~_R3~_____________
I"- -Ciiy:siaie:ziP+4-- --- -
PS Forlll C)8on r\~c1Y 2000 Sf"8 RpIJerse for InstructlOIlS
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mail piece,
or on the front if space permits.
1. Article Addressed to:
~~ \'(\ ~ 2:'46'1>'
3111~ s*.
~ P-A /10/1
3. Service Type
IiiJ"""Certified rtlail
D Registered
D Insufecl Mail
D Express Mail
D Retum Receipt for Merchandise
DC.a.D.
4. Restricted Delivery? (Extra Fee)
Dyes
2. Article Number '1 DO()l ~ 1 0
(T'ransfer from service labeQ
PS Form 3811, March 2001
OOJO
Qllc3
-23~o
Domestic Return Receipt
102595-<l1-M-1424
"
"
-
JRD/June 30, \,992/17858
JAN 0 3
v.,
Estate No.: 21-01-832
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Jeanne S Bex
Late of Upper Allen Township
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: John E. Bex
Counsel for Personal Representative: Scott M Dinner Esq
Date of Grant of Original Letters: September 7, 2001
Date of Delinquency Notice: December 17, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on December 7, 2001, and that the ten
(10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e)
the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date: January 2, 2002
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for 4t~/>~~;u at ;:30 In Courtroom No.3. If the
Certification of Notice is filed prior to the hearing date, the hearing will automatically be
cancelled.
Georg4JU1r)
oJ< ~ ) -dJ-3 -OcJ-
-
'-.1'
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent:
Jeanne S. Bex
Date of Death:
September 3, 2001
Will No.:
2001-00832
Admin No.:
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5 .6( a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on 9 / 7 / 0 1
Name
John E. Bex
Address
8 Mayfield Road Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except n/ a
Date: ~2/02
~
Si~e
SCOTI%.1JI'JI!~'R.& 'F.'QJlT~
Name 3117 Cftestnut Street
Camp JiilJ; PJl17011
Address
U1
If)
(717) 761-5800
Telephone
EC
:.u:
~:: -
,",j,
u
Q)
CC
M
N
z
c:::c:
--,
, , Capacity: 0 Personal Representative
'j Et Counsel for personal representative
(l)
.,..cl
:':s::
\:1) ::::
00
~
\, 1'7~/~q
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG. PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-18-2002
BEX
09-03-2001
21 01-0832
CUMBERLAND
101
REece
R(T
02 FEB 25
SCOTT M DINNER ES~
3117 CHESTNUT ST
CAMP HILL le'.6,ril7011
ClImb\;:i
~\11 :5 7
Allount Rellitted
'*
REY-1547 EX AFP lIZ-IOl
JEANNE
S
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4-j-E3f-AFP-fi'2=oOY-NOTicE--OF-YNHEifiTANCE-YAX-APPRAisEifENT~--AiXoWANCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEX JEANNE S FILE NO. 21 01-0832 ACN 101 DATE 02-18-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
( ) CHANGED
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
228.480.00
.00
.00
319.685.56
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CR TS:
PAYME
DATE
NOTE:
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
1l0)
4,864.66
.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax pay_nt.
548,165.56
(11)
(12)
(13)
(14)
4.864 66
543,300.90
.00
543,300.90
543,300.90 X
.00 X
.00 X
.00 X
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1500 EX . (6-00)
. COMMONWEALTH OF
, PENNSYLVANIA
.~ . DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
W
I-
:.: ~Ul
011:::.:
w~g
J: II::...J
OtlQ
c(
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I-
Z
W
o
w
u
w
o
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Sex, Jeanne S.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
[g] 1. Original Return
D 4. Limited Estate
[g] 6. Decedent Died Testate (AttachcopyoIWII)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (dale 01 death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
OFFICIAl. USE ONLY
I?- ~ /3
FILE NUMBER
21 -01
o 8 3 2
COuiijy'CoiiE -YEAR- - - 't:iUMBER- -
SOCIAL SECURITY NUMBER
3 5 9 - 1 4 - 1 715
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
-. .-.---, ~ II I. ~"r::o
LJ 3. Remainder KelUII' \00'. u, u__......
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Soh OJ
~:~fi'it$~~$lStttQ.i\fMU$tJ:ilrm>Mj:iEetKA::::::::e~$.P:miltltiJ;Wl!fANQ:eONm:IlNnAt"it:::.:~~. ":'~MllIQi'ir$H(wttt:;S~m~lStB:::tor)t~
NAME COMPLETE MAILING ADDRESS
Scott M. Dinner, Es
FIRM NAME (~Appicabl9)
09/03/2001 03/31/1920
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Sex, John E.
I-
Z
W
o
z
o
11.
Ul
w
II::
II::
o
o
Carn Hill
3117 Chestnut Street
PA 17011
543,300.90 x 00 5
._(1)
X 0_(16)
X12 (17)
X .15 (18)
(19)
TELEPHONE NUMBER
717 761-5800
z
o
i=
:s
::::>
l-
e:
c:x:
u
W
0:::
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
i=
~
::::>
a.
:E
o
U
X
~
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount ofUne 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19 Tax Due
OFFICIAL USE ONLY
228,~0
3~
C'"~
g:;)
c5
-
:TJ~
t"....,
(0 ?;},
g:; ~!;
..,;...
e
C"":l
W
.....
;,'~
319,6a5_56
r' '"
.fa.ao
V
N
o
U1
,.
"""C
~;::J.
(8)
548,165.56
4,864.66
(11)
(12)
(13)
4,864.66
543,300.90
(14)
543,300.90
20.
Deceaent!s Complete Address:
STREET ADDRESS 8 Mayfield Road
.
-
CITY Mechanicsburg I STATE PA I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
3.
InteresVPenalty if applicable
D. Interest
E. Penalty
4.
TotallnteresVPenalty (D + E)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(3)
5.
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(4)
(5)
(5A)
(5B)
to: REGISTER OF WILLS, AGENT
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;....... ............................ ........................ .............. 0 [g]
b. retain the right to designate who shall use the property transferred or its income.;...................................... 0 [g]
c. retain a reversionary interest; .or............................... ................................................................... 0 [g]
d. receive the promise for life of either payments, benefits or care?........... ...... ........................................ 0 [g]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?......................................................................................... 0 [Z]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death:?............... 0 [Z]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?.................................................................................................. 0 [g]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penakies of pe~ury, I declare that I have examined this return, incuding accompanying schedues and statements, and to the best of my knowledge and belef, it is true, correct and
compete
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowedge
ADDRESS
PA 17011
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
F or dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P .S. ~9116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
~!'.""'''. '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Sex Jeanne S.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21 01
0832
ITEM
NUMBER
1.
DESCRIPTION
10,500 Shares Fulton Financial Common Stock @$21.76
VALUE AT DATE
OF DEATH
228,480.00
TOT AL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
228,480.00
"',.,..".':.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Bex. Jeanne S.
FILE NUMBER
21 01
0832
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
12,741.11
PNC Bank:
Savings Account #5000753451
2
Certificate of Deposit #21001025489
27,953.38
3
Certificate of Deposit #21001029510
10,699.31
4.
Certficate of Deposit #21 001 029581
14,316.87
5.
Certificate of Deposit #3140041086
26,391.71
6.
Certificate of Deposit #31700189823
28,051.47
7.
Certificate of Deposit #31300191068
28,051.47
8.
Certificate of Deposit #31000189989
10,798.49
9.
Certificate of Deposit #311 00213565
12,768.18
10.
12-$1000 Series EE U.S. Savings Bonds (See Attached)
14,980.80
11.
Mellon Bank
Checking Account #885-001-8923
132,932.77
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
319,685.56
RE',~1~11EX+(1-97).. ~_
. .~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T I\X RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Sex. Jeanne S_
FILE NUMBER
21
01
0832
Debts of decedent must be reported on Schedule I.
ITEM I
NUMBER DESCRIPTION AMOUNT
A, FUNERAL EXPENSES:
1- Myers Funeral Home 1,2
B, ADMINISTRATIVE COSTS: I
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representalive(s)
Street Address
City State Zip
Year(s) CommiSSion Paid
2. Attorney Fees Scott M. Dinner, Esq. I 5
3, Family Exemption (If decedent's address is not the same as claimant's, attach explanation)
Claimant
I
Street Address I
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills I 4
5. Accountant's Fees
6_ T ax Return Preparer's Fees Charles F. Sullivan CPA 2,5
PA Inheritance Tax Return I
7. Legal Advertising:
The Patriot-News Co.
Cumberland Law Journal 1
--.~--
TOTAL (Also enter on line 9, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
45_00
00.00
75.00
00.00
44.66
4,864.66
0. PNCBAN<
Decedent Reporting
Firstside Center
500 First Avenue, 4th Floor
Pittsburgh, PA 15219-3128
November 2,2001
Charles F Sullivan
1513 Cedar Cliff Dr
Camp Hill P A 17011
RE: Estate of Jeanne S Rex, Deceased
SSN: 359-14-1715
DOD: 09/03/2001
Dear: Mr. Sullivan:
/SCP
Please find the date of death balances you have requested listed below.
CERTIFICATES OF DEPOSIT
#21001025489
JEANNE S REX
DOD Ba1ance:$27,867.51 + $85.87 accrued interest
#21001029510
JEANNE S BEX
DOD Balance: $10,672.15 + $27.16 accrued interest
#21001029581
JEANNE S BEX
DOD Balance: $14,283.60 + $33.27 accrued interest
#31400041086
JEANNE S BEX
DOD Balance: $26,270.83 + $120.88 accrued interest
Page 1 of2
A member of The PNC Financial Services Group
One PNC Plaza 249 Fifth Avenue Pittsburgh Pennsyivania 15222 2707
Established 07/09/1993
Established 01/13/1992
Established 01/11/1989
Established 06/04/1996
o PNCBAN<
#31700189823
Established OS/22/1995
JEANNE S BEX
DOD Balance: $28,021.83 + 29.64 accrued interest
#31300191068
Established OS/22/1995
JEANNE S BEX
DOD Balance: $28.021.83 + $29.64 accrued interest
#31000189989
Established 01/03/1994
JEANNE S BEX
DOD Balance: $10,762.41 + $36.08 accrued interest
#31100213565
Established 09/27/1996
JEANNE S BEX
DOD Balance: $12,683.54 + $84.64 accrued interest
CHECKING ACCOUNT
#5140004479
Established 01/01/1978
JOHN E BEX
JEANNE S BEX
DOD Balance: $10,627.52 + $9.01 accrued interest
SAVINGS ACCOUNT
#5000753451
Established 03/10/1997
JEANNE S BEX
DOD Balance: $12,728.09 + $13.02 accrued interest
Our office only provides date of death balances for IRA's, CD's, Checking and
Savings accounts. We do NO Financial Transactions or Statement Orders. For
Further information please call1-800-4-BANKER or your local PNC Branch and
ask to speak with a Financial Services Representative.
SilJ;<(ere1y, "
Jf \; \( ^ t ,'" 'J\~' "\
\ \1 \ ' 'J \1 \ ~< -, '-, .
\.\" .'--~- .....'\.f\! - " - " ,_ "'I ; .',
anarr Domre11 ....::;;;I-'-C..... ,,~-'v,\~,
\J
1-800-762-1775
Page 2 of2
A member of The PNC Financial Services Group
One PNC Plaza 249 Fifth Avenue Pittsburgh Pennsylvania 15222 2707
. ., Sav.ings Bond Calculator
Value As Of
~OOl !
-
Bond Info
Series
~~ondS
Denomination
lit
$~OO II
Results
# Bonds
12
Total Price
$6,000.00
1_
Serial Number
L
Page 1 of 1
Total Value
$14,980.80
Issue Date
L________l
I
Total Interest
$8,980.80
YTD In
$292
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
M19736643 10/1986 EE $1,000 $500.00 $748.40 $1,248.40 4.00%
M19736642 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
M19736641 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
M19736640 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
M19736639 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
M19736638 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
M19736637 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
M19736636 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
M19736635 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
M19736634 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
M19736633 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
m19736632 10/1986 EE 1,000 500.00 748.40 1,248.40 4.00%
Ijjjjiii I Viewing Bonds 1-12
let end
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
http://www . publicdebt. treas.gov /serv letlSBCPrice
Next Final
Accrual Maturit
10/2001 10/201lv
10/2001 10/201 0>
10/2001 10/201L.
10/2001 10/201 U,
10/2001 1O/201l..
10/2001 10/201 (p
10/2001 10/201 (p
10/2001 10/201 (p
10/2001 10/201 (p
10/2001 10/201&
10/2001 10/2010
10/2001 10/2010
9/24/2001
. .f' '.
~ Mellon Bank
Monday, October 01, 2001
Account
Number Account Title
885-001-8923
Jeanne S Sex
Date Opened: 02/03/1995
Account Type: DO
Principal Sal Int from Last Account Sal YTD Int to
as of DOD Posting to 000 as of DOD DOD
$132,831.94 $100.83 $132,932.77 $2,424.11
Page 2 of 2
r
~''''"."., '*
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
1,
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I
I John E. Sex
8 Mayfield Road
Mechanicsburg, PA 17055
FILE NUMBER
21 01
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
0832_ .
AMOUNT OR SHARE
OF ESTATE
ESTATE OF
Sex Jeanne S.
NUMBER
I.
Spouse
1100%
1.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS: I
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE i
I
I
I
I
I
II.
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1,
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE $
(If more space is needed, insert additional sheets of the same size)
WHEREAS I on the 7th
dated November 27th 1968
was admitted to probate as the last will of BEX JEANNE S
(LAb'1' I 1<'l1<.b'1' I J.VlllJlJLJ:;)
( .
!.
-'
Register of Wills of CUMBERLAND County I Pennsylvania
Certificate of Grant of Letters
No. 2001-00832 PA No. 21-01-0832
ESTATE OF BEX JEANNE S
(LAb'1' I l"lKbT I lVlllJlJLJ:;)
Late of
UPPER ALLEN TOWNSHIP
CUIV1.l:5J:;1<.LAl\IlJ CUUNT X I
Deceased
Social Security No. 359-14-1715
day of September
2001 an instrument
late of UPPER ALLEN TOWNSHIP
CUMBERLAND CountYI who died on the
3rd day of September 2001 and,
WHEREAS I a true copy of the will as probated is annexed hereto.
THEREFORE I II MARY C. LEWIS , Register of wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to BEX JOHN E
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to lawl all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSEl
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 7th day of September 2001.
~a'" Q. 4.~^ a.......p4~1~
\ eglsrJer 0 l S
* *NOTE* * .ALL NAMES ABOVE APPEAR (LAST I FIRST I MIDDLE)
---.-----.'....---..-- ..
,....-~.......1.
(.
JOINT 1E&st JIIill &w QItst&tlttut
BE IT REMEMBERED, That We, JOHN E. BEX and JEANNE S. BEX, hus-
band and wife, of 8 Mayfield Road (Mechanicsburg 17055), Upper Allen Township,
County of Cumberland and Commonwealth of Pennsylvania, both being of sound
minds and disposing memories, and desiring to make this disposition of our earth
ly affairs so that no contention may arise concerning the same when we, or either
of us be dead, and also to provide for the distribution of each of our separate est
ates in the event of our simultaneous deaths in a common disaster, so each mutua -
ly in consideration of the other 's making his or her Will, and of the provisions
made herein in each other's behalf, make this our JOINT LAST WILL AND TEST
AMENT, thereby voiding all prior Wills heretobefore made by either of us, and
agree that the san,e cannot be changed or varied by either without the consent in
writing of the other.
AND FIRST, We direct that our respective funerals be conducted in manners
corresponding with our respective estates and situations in life, and that all of
our respective and just debts and funeral expenses shall be fully paid and satisfie
as soon as conveniently may be after our respective deaths.
AND to such estate as it has pleased God to entrust to us separately and joint
it is the will and desire of each of us, and our mutual desire, that on the death of
either of us our entire estate, real, personal and mixed whatsoever and whereso"
ever it may be situate, together with the rest, residue and remainder thereof,
and the estate of the one so dying, shall pass to the survivor for life, with power
to consume or pass on to our heirs hereinafter named, without giving Bond or the
intervening of a Trustee.
AND in the event of our simultaneous deaths in a common disaster, the pro-
ceeds from the sale of our real estate, if necessary, at private or public sale,
together with all of the sum total of all monies, including the liquidation of any
stocks, bonds, negotiable securities, insurance policies, and any other personalt
as well as the rest, residue and remainder thereof, we bequeath and devise unto
END OF PAGE ONE (1) OF TWO (2) PAGES
.A
..
.'
...--..---,--
our two (2) Beloved Sons, by dividing it into two (2) equal shares, share and
share alike, namely: BRIAN WILLIAM LOUIS BEX, as of this date residing
in Bloomington, Indiana; and JOHN DAVID BEX, as of this date residing at
home with us,
AND WE hereby nominate, constitute and appoint each other in the event
of one pre-deceasing the other, as Executor or Executrix, but in the event of
a common disaster, then our Son BRIAN WILLIAM LOUIS BEX shall be the
Executor with commission. We trust that he shall consult Attorney Peter Kre
hel, Sunbury, Pennsylvania 17801, for any assistance in the administration of
our estates, and we further direct that our Executor shall not be required to
post bond in this or any other jurisdiction.
IN WITNESS WHEREOF, we , JOHN E. BEX and JEANNE S. BEX, the
Testator and Testatrix, have hereunto set our hands and seals to this our
Joint Will this n...- day of November, 1968.
~~
,.
ft14 lvv~---J. ~.)&
(SEAL)
(SEAL)
Signed, Sealed, Published and Declared by the above named JOHN E. BEX and
JEANNE S. BEX, husband and wife, as and for their Joint Last Will and Testa
ment in the presence of us, who have hereunto subscribed our names at their
request as Witnesses thereto, in the presence of the said Testator and Testa-
trix and of each othe r.
::>
r:) MAV\' \ ~ ~b",\
residing at 1') \ \ ( \\;.. .... '"
\"\\'.;\.Jk0.'\.. ':'\"'~"~j, r~ 0 .' . )
I\..v-e. - ... I 'v m;dingat \I\~~j \A
~> J?Gt)J=&-.e 1:1a 0,--/ 'y~-<
EJb OF PAGE TWO (2) OF TWO (2) PAGES'
FIRST AND FINAL ACCOUNT OF JOHN E. BEX, EXECUTOR FOR THE
ESTATE OF JEANNE S. BEX, DECEASED
Date of Death:
Date of Executor's Appointment:
Accounting for the Period:
September 3, 2001
September 7, 2001
September 7,2001
To December 26,2001
Purpose of Account: John E. Bex , Executor, offers this account to acquaint
interested parties with the transactions that have occurred during his administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional
information or questions or objections can be discussed with John E. Bex, 8 Mayfield
Road, Mechanicsburg PA 17055.
,......r.
....,1\"....
,... .
::::; ~t
~.7.
d
-
o
C'"J
VJ
.-A
\J
r0
r'
~
RECEIPTS OF PRINCIPAL
Cash:
PNC Bank
Savings Account #5000753451
Certificate of Deposit #21001025489
Certificate of Deposit #21001029510
Certificate of Deposit #21001029581
Certificate of Deposit #3140041086
Certificate of Deposit #31700189823
Certificate of Deposit #31300191068
Certificate of Deposit #31000189989
Certificate of Deposit #31100213565
Mellon Bank
Checking Account #885-001-8923
Stocks & Bonds
10,500 Shares Fulton Financial Comm Stk.
12 - $1000 Series EE U.S. Svgs. Bonds
TOTAL INVENTORY
Assets
Listed
In
Inventory
(Valued as
of Date of
Death)
$12,741.11
27,953.38
10,699.31
14,316.87
26,391.71
28,051.4 7
28,051.47
10,798.49
12,768.18
132,932.77
$228,480.00
14,980.80
$548.165.56
Fiduciary
Acquisition
Value
304,704.76
243,460.80
$548.165.56
SUMMARY OF ACCOUNT
Proposed Distribution to Beneficiaries
Receipts
Total
Less Disbursements:
Funeral Expenses
Administrative Expenses
Fees and Commissions
Balance before Distributions
Distributions to Beneficiaries
PRINCIP AL BALANCE ON HAND
Principal
Current
Value
$1245.00
619.66
3,000.00
Fiduciary
Acquisition
Value
$ 548,165.56
548,165.56
4,864.66
$543,300.90
543,300.90
0.00
,
FUNERAL EXPENSES:
Myers Funeral Home
$1245.00
ADMINISTRATIVE EXPENSES:
Register of Wills
Legal Advertising
TOTAL
$475.00
144.66
$619.66
FEES AND COMMISSIONS:
Scott M. Dinner, Esq.
Charles F. Sullivan CPA
TOTAL
500.00
2,500.00
$3,000.00
John E. Bex, Executor under the will of Jeanne S. Bex, deceased, hereby declares under
oath (penalties of perjury) that he has fully and faithfully discharged the duties of his
office; that the foregoing First and Final 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 knowledge, there are no claims now
outstanding against the Estate; and that all taxes presently due from the estate have been
paid.
(' _.~\
. ---.-.- ..---~-=... . ----- .
~ '- . .. /... ~..-
---===--,-. -~ ,~
Johri E. Bex
Executor
Subscribed and sworn to by
John E. Bex before me this
;;) u *'day of k~~, 2001.
~"-~
"-
Notary Public
NolariaI Se&I
Dawn M. BIai'. Nolary PubIc
u.. MIn Twp.. ClInbedand Cot.nly
My~1 &pRe Oeclembet 15.2005
MerrDIr. P8r'li___ AIIocI6rl 01 NoIIrfee