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HomeMy WebLinkAbout03-19-12r1 _ ~~(~~~~ .-.,~ DECEDENT'S ESTATE ~' ;;:~ ~ ~ ` = ~_f *~ ~ _• COURT' OF COMMON PLEAS OF rn ~"~ =' "~° ~} ~ ' `~~` CUMBERLAND COUNTY, PENNSYLVANIA ';: ~ ~~ ~-~ ORPHANS' COURT DIVISION ~ f _ _. `: ;3 -- c-~ ~_= rT, . -~, r-..i ESTATE OF LIZA D. CHANCE ,DECEASED No. 21-10-0545 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This,form mcry be used in all cases involving the Audit of the Accoarnt of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclarsive; and any instrument pertinent to the adjudication. INCL UDE ATT,4 CHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Thomas S. Beckley, Esquire Supreme Court I.D. No.: 77040 Name of Law Firm: Beckley & Madden Address: 212 North Third Street, Harrisburg, Pennsylvania 17101 Telephone: (717) 233-7691 Fax:.. (7171233-3740 Norm OG01 rer. lOJ3.06 Page 1 of 10 Estate of L17A D. C}-LANCE __ _ .Deceased 1. Name(s) and address(es) of Petitioner(s): ,va,,,e: Stuart Ringer ;~dcfress: 307 Glenn Forest Road Magnolia, DE 19962 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: None. Is this the first accounting by this fiduciary? ..................... ®Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on May 23, 2010 ^/ Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on Mav 26. 2010 Date of Will (if applicable): May 7, 2010 Date(s) of Codicil(s) (if applicable): None Date of probate (ifdifferent.from date Letters ~f^anted): Nc,t annlicahle Was a bond required? ©Yes /^ No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ®Yes ^ No Dates of advertising of the grant of Letters: patriot - f/9/1 ~_ h/1 h/1 ~ and h/~'i/l ~~ Cumberland Law Journal - 6/11/10, 6/18/10, and 6/25/10 For,,, oc-of rer. fn.f>.n~ Page 2 of 10 estate of l~l~A D. CHANCE Deceased 3. Was decedent survived by a spouse? ............................. /[~Yes ©No If yes, name of the surviving spouse: E-award C. Chance 4. 1-Ias the surviving spouse filed to take an elective share? ............. ©Yes ~ No (See Section 2201 et sue. of the Probate, Estates and li'iduciaries Code) [f yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): Not applicable. 6. Uid decedent marry after execution of Will or Codicil(s)? ........... Q Yes ®No Were any children born to decedent after execution of Will or Codicil(s)? ........................................... Q Yes ~ No If yes, give names and dates of birth: Name: Date of Bir^th: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfare? .............................. 0 Yes ®No r•or,,,oc-nr ,~e,~. ~n.i.~.n6 Page 3 of 10 }?state of L17A D. CI-IANCE Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. if Notice is yet to be given, a copy of the Notice a~ well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and and Stuart Ringer Father 307 Glenn Forest Road Magnolia, DE 19962 Janice Sutton Mother 15 Cake Road Bridgeton, NJ 08302 Foy-n, oc-n~ rer. 10.13.OG Page 4 of 10 Estate of LIZA D. CHANCE Deceased and Address ofEach Pariy in Interest ~ Relationship and Comments, ifany ~ Interest Pippa Calland Friend c/o Marielle F. Hazen, Esquire 2000 Linglestown Road, St. 202 Harrisburg, PA 17110 B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. None. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). Not applicable. D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. Not applicable. Form OC-0! rev. l0.13.06 Page 5 of 10 >/state of L.1zA D. cI-LANCE Deceased 10. Other than the claim t~n~ the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Nanre and Addreas of l3aclr Cluinurnt Amount of Claim Clcrinr G('il! Claim Admined? 13e Paid In Fzrll? All CIaI1nS Satisfied aS Ceflected 011 ^Y2S ^Yes Account ©No ^ No ^Yes ©Yes ®No ^No ^Yes ©Yes ^No ^ No ^Yes ^Yes ^No ^ No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. ~ 3392 and the proposed payments. 1 I. Was family exemption claimed? ................................ ^Yes ONo Was family exemption allowed? ................................ DYes ^No Family exemption claimant's name and relationship: NOt applicable. Relationship: Form OG01 rer. !0.13.06 Page 6 of 10 Estate of 1,1I,A D. CI-iANCE ,Deceased 12. 'I'hc amount of Pennsylvania "Transfer Inheritance "I'ax and additional Pennsylvania Estate rl'dX paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: (hne Pnpuver~l lrrlerest August 16, 2010 750.00 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ~ Yes []/ No If yes, provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: None. B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ~ Yes ~] No 15. if Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form oc-nr rer. l0.13A6 Page 7 of 10 Estate of I,lI,A D. CI-{ANCE Deceased 16. 14ui the decedent been adjudicated an incapacitated person? .......... 0 Yes 0 No [f yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of I-fearing .fudge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. DYes ~ No 18. If a reserve is requested, state amount and purpose. ;i„.°,,,,,: 2,000.00 P"'~7OSe Attorneys' fees and closing costs. If a reserve is requested for counsel fees, has notice of the air-ount of fees to be paid from the reserve been given to the parities in interest? ........................................ /DYes ONo If so, attach a copy of the notice. 19. Is the Court being asked to direct the filing of a Schedule of Distribution? .......................... ^Yes ®No As to real estate only? ........................................ DYes ~ No F•°,~,,, oc-nl rer. 1.13.06 Page 8 of 10 Estate of (.IIA D. Cl-IANCE Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) are as follows: ~. Income: Proposed DisU•ibutee(s) See attached schedule of distribution B. Principal: Proposed Disn•ibutee(s) See attached schedule of distribtuion Anto:mt/1'rnparlion $13.94 Amount/Proportion $7,070.42 Submitted By: (All petitioner°.r must sign. Add additional lines if necessary): `~%" Name of Petitioner: S rt Ringer Name of Petitioner: For»r oc-nl rer. 10.13.06 Page 9 of 10 Lstate of LI%A D. C:IIANCE Verification of Petitioner (Verilication must be by at least one petitioner.) '1'hc undersigned hereby verifies * [that 1,~sl,e he is u,le Executor Deceased of the above-named „~,,,,~ „~~~0,•1„„~~uro„ Estate and] that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are within the; personal kno~~~ledge of the Pctitone.r air, tree, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). Stuart Rimer Signature of. etitioner * Corporate petitioners must complete bracketed ir:formation. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. ~`~ , ~`homas S. Bec 1~~~ Signature of Counsel for Petitioner l orm OC-01 rer. !0.13.06 Page 10 of 10 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, vlz: June 11 June 18 and June 25 2010 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Chaace, Liza D., decd. Late of Mechanicsburg. Executor: Stuart Ringer c/o 212 North Third Street, Harrisburg, PA 17101. Attorneys: Beckley 8s Madden, 212 North Third Street, P.O. Box 11998, Harrisburg, PA 17108- 1998, (717) 233-7691. Lis Marie Coyne, Edi r SWORN TO AND SUBSCRIBED before me this 25 day of June. 2010 Notary NOTARIAL SEAL DEBORAH A COLLINS Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 2B, 2014 The Patrt~M_e~vs Co. . 2020 Technology Pkwy Suite 300 Mechanicsburg, PA 17050 Inquiries - 717-255-8213 BECKLEY & MADDEN 212 NORTH THIRD STREET POST OFFICE BOX 11998 C/O JOHN MILAKOVIC HARRISBURG PA 17108 ~le~latriot News NOw you know THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Holly Blain, being duly sworn according to law, deposes and says: That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY M~cFW~nlatbtnLp,Ianp GNM P~n~yJvntifo (dIGdN~4l5'~~ 2P16).: NfOr: 5tu~tRln~r, 2iP~.Ma~M Tt~4 such :the a This ad # 0002071739 ran on the dates shown below: June 09, 2010 June 16, 2010 ~ June 23, 2010 ~r~orio Sworn to a~ubscribed before n'le thi 23' ay of June, 2010 A.D hoVt Mloy. Requeat Is k thct atI r+ersont IR ~ ~ / ortdYnt+nalt~ perment to tth gHOrtNr without de- ~ ~ t _ 'l_ ~ ~ t~ i / ` \ . 'tl"~"~ N Notary Public lox 11996 PehnsvManid ITOS•199a COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sherrie L. Klsner, Notary public Lower Paxton Twp., Dauphin County My Commission Expires Nov. 26, 2011 Member, Pennsylvania association of Notaries .. ~~ .~ LAST WILL AND TESTAMENT OF LIZA D. CHANCE ~~. I, LIZA D. CHANCE, a resident of Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revolting all Wills and Codicils by me at any time made. ITEM I: TAXES. I direct that all inlieritaiice and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any prop- erty, shall be paid by my Executor out of the property passing under this Will, which is not spe- cifically bequeathed or devised, as arl expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor, even though on proceeds of insurance or other property not passing under this WiII. ITEM II: POWERS OF APPOINTMENT. I hereby exercise all powers of appoint- ment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers of appointment shall be included in my Estate. ITEM III. PERSONAL POSSESSIONS. I hereby give and bequeath all of my house- hold fiirnittue and furnishings, books, pictures, jewelry, china, linen, silverware, wearing apparel and all other articles of household or personal use and adormnent, in equal shares, to my father, STUART RINGER and to my friend, PIPPA CALLAND. I hereby give and bequeath my automobile and my dog, Trixie, to my friend, PIPPA CALLAND. I have intentionally failed to provide any share in this bequest for my spouse, EDWARD C. CHANCE, III. Page 1 of 3 pages ~~ ITEM IV: RESIDUAL ESTATE. I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, as follows: (a) FIFTY PERCENT (50%) to my mother, JANICE SUTTON; (b) THIRTY PERCENT (30%) to my father, STUART RINGER; and (c) TWENTY PERCENT (20%) to my friend, PIPPA CALLAND. I have intentionally failed to provide any share in this bequest for my spouse, EDWARD C. CHANCE, III. ITEM V: EXECUTOR'S POWERS. In the settlement of my Estate, my Executor shall possess, among others, the following powers: (a) To sell, either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me separately or in conjunction with other persons or acquired after my death by my Executor and to conslunmate said sale or sales by sufficient deeds or other instru- ments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the valid- ity of said sale or sales; also, to inalce, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in my Will. (b) To pay all costs, taxes, expenses and charges in connection with the ad- ministration of my Estate. (c) To distribute my Estate in kind or in money. In the event assets are dis- Page 2 of 3 pages F_ tributed in kind, such assets shall be distributed at their value(s) on the re- spective date(s) of their distribution. (d) To do all other acts in the judgment of my Executor necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. ITEM VI: SIMULTANEOUS DEATH. Any person who shall have died at the same time as me or in a common disaster with me or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased me. ITEM VII: EXECUTOR. I hereby nominate, constitute and appoint my father, STUART RINGER, to be my Executor. My Executor specifically is relieved from the duty or obligation of filing any bond or other secluity. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last Will and Testament, consisting of this and the preceding two (2) pages, at the end of each page of - r _F.~t~ which I have also set my initials for greater secL~rity and better identification this ;r day of May, 2010. ~,~, Page 3 of 3 Pages (SEAL) Liza D. Chance . ,~ t* ;^r d. We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix (Liza D. Chance), as and for her Last Will and Testa- ment, in the presence of us who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. ,~ -rte " ~ '~ SEAL Residin at ( ) g . ~~~ ~l ~!c hl~f /k~U,~ff ~~ ~ ~.:~- . , I ~~~~---~~",- ~~ ~ ~~~ ~..,~.(SEAL) Residing at ~z,~ ~-.~1-t~~,~.~ ~ ~.~. r~ ~.~ i~:t~ ~c-~ ~, r.. r i (.:,'~C? , ! Y }~ ~~ '~`-' ~'"~ l'l (..i iy'~ _~~ (SEAL) Residing at ~_~~ ~ ,~ ~t f ~6---- ~~ t . I J, •' R l ~• AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF ~~~ ~~:~~,~~~~~ We, the undersigned Testatrix (Liza D. Chance) and Witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and declare to the Luidersigned authority that: 1. The Testatrix signed and executed the instrument as the Testatrix's Last Will and Testament. 2. The Testatrix signed and executed the Will willingly as the Testatrix's free acid voluntary act for the purposes therein expressed. 3. Each of the Witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness. 4. To the best of the knowledge of each of the undersigned, the Testatrix was at the time 18 years of age or older, of sound mind and under no constraint or undue influence. ~. ~.. ("Testatrix") r ~~l~er~- ~ ~~, Sworn or}ya~ffirmed aild subscribed to before me by the above-named Testatrix aild Wit- nesses, this ~'' " tiday of May, 2010. NW ,.ACTH F P N Y NOTARIAL SEAL ELIZABETH 8. BECKLEY, Notary Public City of Harrisburg, Dauphin County My Commission Expires March 17, 2013 BECKLEY& MADDEN ATTORNEYS AT LAW CRANBERRY COURT 212. NORTH THIRD STREET P09T OFFICE BO% 11908 NAi27?TSBUR.c~. PENNSYLVA1vIA 171os-1998 PHONffi: (717) SSS-7691 FAR: f7171 E33-3740 Fl f.F NO. E-MAIL: ~BC~C Q~)q.IlCt 50901 March 16, 2012 Marielle F. Hazen, Esquire Hazen Elder Law 2000 Linglestown Road, Suite 202 Harrisburg, PA 17110 Re: Estate of Liza D. Chance Dear Ms. Hazen: This letter will advise you (as counsel for Pippa Calland), as required by law, that the First and Final Accounting of Stuart Ringer, the Executor for the above-referenced Estate, has been filed for Audit with the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. The Account, which includes a Schedule of Proposed Distribution, will be presented for audit, confirmation, and distribution on April 24, 2012, at 9:00 a.m., at the Office of the Court Administrator, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17103, Pennsylvania. Copies of the Account and Petition are enclosed for your information. If you have no objections to the Account or the matters set forth within the Account or Petition, no action is required. However, if you have any objections to the transactions shown in the Account, or omitted from the Account, or to any matters set forth in the Petition, you must file with the Clerk of the Orphans' Court Division, prior to 9:00 a.m., April 24, 2012, and in writing, objections thereto in conformity with the Cumberland County Orphans' Court Division Rules. In the absence of timely objections, the Court will assume that you have no objections to the Account and your right to object will be waived. If you have any questions, please do not hesitate to contact our office. Very truly yours, BECKLEY & MADDEN Thomas S. Beckley Enclosure Cc: Stuart Ringer (w/encl.) PHONE: 17171 233.7091 FAX: 17171 233-3 740 E-MAIL.: ~('.~C~C~p8.i1Cf BECKLEY& MADDEN ATTORNEYS AT LAW CRANBERRY COURT 212 NORTH TtuRn STREET PoeT oFFlcs aog ue9s H A7?72TsBURGF. PENNSYLVANIA 17108-x898 FILE NO. 50901 March 16, 2012 Ms. Janice Sutton 15 Cake Road Bridgeton, NJ 08302 Re: Dear Ms. Sutton: Estate of Liza D. Chance This letter will advise you as required by law, that the First and Final Accounting of Stuart Ringer, the Executor for the above-referenced Estate, has been filed for Audit with the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. The Account, which includes a Schedule of Proposed Distribution, will be presented for audit, confirmation, and distribution on April 24, 2012, at 9:00 a.m., at the Office of the Court Administrator, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17103, Pennsylvania. Copies of the Account and Petition are enclosed for your information. If you have no objections to the Account or the matters set forth within the Account or Petition, no action is required. However, if you have any objections to the transactions shown in the Account, or omitted from the Account, or to any matters set forth in the Petition, you must file with the Clerk of the Orphans' Court Division, prior to 9:00 a.m., April 24, 2012, and in writing, objections thereto in conformity with the Cumberland County Orphans' Court Division Rules. In the absence of timely objections, the Court will assume that you have no objections to the Account and your right to object will be waived. If you have any questions, please do not hesitate to contact our office. Very truly yours, Enclosure Cc: Stuart Ringer (w/encl.) BEC~KLEY & MADDEN ,,,,.,.,..... ... ._~ J Thomas S. Beckley BECKLEY& MADDEN ATTORNEY8 AT LAW CRANBERRY COURT 212 NORTH THIRD STREET POST OFFIC F~ BOX 11998 HARRISBURG. PENNSYI.VADTIA 17108-1998 PHONE: (717153s-7891 FAX: 17171538-3740 E-ssail~ beck~ey(a~pa.net March 16, 2012 Mr. Stuart Ringer 307 Glenn Forest Road Magnolia, DE 19962 Re: Estate of Liza D. Chance Dear Stu: FILE NO. 50901 This letter will advise you as required by law, that the First and Final Accounting of Stuart Ringer, the Executor for the above-referenced Estate, has been filed for Audit with the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. The Account, which includes a Schedule of Proposed Distribution, will be presented for audit, confirmation, and distribution on April 24, 2012, at 9:00 a.m., at the Office of the Court Administrator, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17103, Pennsylvania. Copies of the Account and Petition are enclosed for your information. If you have no objections to the Account or the matters set forth within the Account or Petition, no action is required. However, if you have any objections to the transactions shown in the Account, or omitted from the Account, or to any matters set forth in the Petition, you must file with the Clerk of the Orphans' Court Division, prior to 9:00 a.m., April 24, 2012, and in writing, objections thereto in conformity with the Cumberland County Orphans' Court Division Rules. In the absence of timely objections, the Court will assume that you have no objections to the Account and your right to object will be waived. If you have any questions, please do not hesitate to contact our office. Very truly yours, BECKLEY &„MADDEN ~'hT omas S Beckley Enclosure Cc: Stuart Ringer (w/encl.) 0 IN RE: ESTATE OF LI7,A D. CHANCE Deceased IN THE COURT OIL COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ~o -~_, ~ 21-10-0545 _~`~ -r n -.=urn -'CJ: 1~_l' !~~ ~rl FIRST AND FINAL ACCOUNT OF .a ~ _.'i STUART RINGER, Executor ESTATE OF LIZA D. CHANCE, Deceased Date of Death: Date of Executor's Appointment: Accounting for the Period: For May 23, 2010 May 26, 2010 May 26, 2010 -January 31, 2012 ~., t C;=;~ r-~ ~_ tyEl 'T7 ,=.- F'°.` t-•. Purpose of Account: Stuart Ringer, Executor, offers this account to acquaint interested parties with the transactions that have occurred during her 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: Thomas S. Beckley, Esquire BECKLEY & MADDEN 212 North Third Street Post Office Box 11998 Harrisburg, Pennsylvania 17108 (717) 233-7691 -z, ~, ; ~~~, rz t r 1 ~:`° ~ c ~- _ ~~s ~:~~ rJ i 7-~ ,, -- t-, l~7 t/ --r~ SUMMARY OF ACCOUNT Proposed Distribution to Beneficiaries Principal Receipts Net Gain (or Loss) on Sales or Other Disposition Less Disbursements: Debts of Decedent Taxes Funeral Expenses Fees and Commissions Balance Before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings Income Current Page Vcrlue 8 $ 7 084 36 3 4 Fiduciary Acquisition Value $ 31,854.87 0.00 $ 31,854.87 5 $10,058.63 5 $ 750.00 5 $ 4,141.93 5 $ 9,833.89 $ 24 784 45 - $ 7,070.42 6 0 6 $ 7,070.42 - 0.00 - 0.00 Receipts 7 $ 13.94 Less Disbursements 7 0.00 Balance Before Distribution - $ 13.94 Distributions to Beneficiaries g $ 0 Income Balance on Hand - $ 13.94 Combined Balance on Hand _ ~ Proposed Distributions to Beneficiaries 7 084 36 -2- RECEIPTS OF PRINCIPAL Assets I,is7ed in Inventory (Valued as of Date of Death) Cash: 6/2/10 Transfer from checking account 6/24/10 Transfer from Belco Savings Account 8/5/10 Transfer from checking account 8/6/10 Proceeds from MetLife stock 6/23/11 Refund -Inheritance Tax 11/4/11 Federal income tax refund 11/22/04 Check from Edward Chance Subtotal: Assets: Automobile Subtotal: $17,792.03 $ 914.73 $ 1,393.39 $ 483.31 $ 434.89 $ 2,516.52 $ 2,320.00 $25,854.87 $6,000.00 $6,000.00 Total Fiduciary Acquisition Value $ 31.854 87 -3- GAINS AND LOSSES OR OTHER DISPOSITIONS Gain Loss $ 0.00 -4- f DISBURSEMENTS OF PRINCIPAL Debts of Decedent 6129/10 Beckley & Madden $2,488.81 6/29/10 Car payment $426.23 7/22/10 Car payment $426.23 3/23/11 PA income tax $217.36 10/19/11 Credit card payoff $500.00 Car Loan $6,000.00 $10,058.63 Taxes Register of Wills -inheritance tax $750.00 $750.00 Funeral Expenses 6/29/10 Myers Funeral Home $ 3 078.00 6/7/10 Reception 1,063.93 $4,141.93 Fees and Commissions 7/10-1/12 Beckley & Madden $5 833.892 1/24/10 Stuart Ringer (Executor's fee) $2,000.00 $7,833.89 Reserves Beckley & Madden -Legal Fees $1,500.00 Reserves Costs $500.00 $2,000.00 Total Disbursement $ 24 784 45 'The automobile loan exceeded the value of the automobile, however, the finance company agreed to forgive the balance of the loan in exchange for taking the automobile. z This figure is inclusive of fees and costs which include advertising, photocopying, filing fees, telephone tolls and costs relating to the civil action against Edward Chance. -5- DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $0 PRINCIPAL BALANCE ON HAND Cash: Checking Account $ 7,070.42 Total Principal Balance 7 070.42 -6- Interest Members 1st Checking Account RECEIPTS OF INCOME 6/30/10 Interest $1.34 7/31/10 Interest $ .gg 8/31/10 Interest $ .93 9/30/10 Interest $ ,g9 10/31/10 Interest $ ,gg 11 /3 0/ 10 Interest $ . g4 12/31/10 Interest $ .86 1/31/11 Interest $ .83 2/28/11 Interest $ .62 3/31/11 Interest $ .59 4/30/11 Interest $ .54 5/31/11 Interest $ .52 6/30/11 Interest $ .51 7/31/11 Interest $ .55 8/11/11 Interest $ .55 9/30/11 Interest $ .54 10/31/11 Interest $ .54 11/30/11 Interest $ ,'74 12/31 / 11 Interest $ .81 Total: $13.94 Total Income Receipts DISBURSEMENTS OF INCOME $ 13 94 $ 0.00 DISTRIBUTIONS OF INCOME TO BENEFICIARIES $ 0.00 -7- PROPOSED DISTRIBUTION TO BENEFICIARIES Per Item IV of Will: TO: Stuart Ringer $4,250.62 TO: Janice Sutton $2,833.74 TO: Pippa Calland $03 Total Proposed Bequests Total Distribution $ 7,084.36 $ 7 084 36 i~Cm ui or me wu~ provides that Stuart Ringer and Pippa Calland are to divide equally Decedent's personal items. After making a brief inspection, Mr. Ringer determined that numerous items were missing, and he was not provided the opportunity to share in one-half of the Decedent's personal items. As a consequence, Ms. Calland's share of the residue (20% or $1,416.87) is being divided equally between the Decedent's parents. -8- S'1'[lAR'[' RINGER, l;xccutor under the Last Will and 1'estamcnt o1• I,VA ll. CIIANCE, deceased, hereby declares UI1Cie1' OClth that he has fully and Iaithlully discharged the duties his ol7ice; that the 1~)regoing Pilsl and final /lccount is true and correct and fully discloses all Slgllllleant 1rallSaet1011S OCCUI'1'lllg CIU1'Ing tI1C acanuliing period; that all Known claims against the estate have been or will be paid in full; that, to his 1<nowlcdgc, there al•e no claims now outstanding against the Estate; and that all taxes presently due liom the estate have been paid. Esiaie of Liza ll. C1lance, deceased /C~' ? / -~ l Stuart Ringer, Ex utor Subscribed and sworn to by STUAR`I' RINGER before me this 7 ~'~' ~Q February, 2012. ~ day of ~-A~ d ;'~ ~ Notary Public _ -9-