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Home My WebLink About03-14-13~ ~, G °lo~9a- DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND .COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ROY SCOTT LAUFFER D~EASED ~; 21-09-0980 N c ~ ~° 4; ~ ~„ a: ~ n o. msn ~ cn~ z rn rrb m ~„ ~cn~ r z~a a .x `~'` ~ o0 PETITION FOR ADJUDICATION / ~ ~ - , STATEMENT OF PROPOSED DISTRIBUT~~ --~ +- " m PURSUANT TO Pa. O.C. Rule 6.9 a o r i o N `-1 This form may be used in all cases involving the Audit of the Account 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 inclusive; and arty instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Robert G. Frey Supreme Court LD. No.: 46397 Name of Law Firm: Frey & Tiley Address: 5 South Hanover Street, Carlisle, Pennsylvania 17013 Telephone: 717 - 243 - 5838 Fes: 717 - 243 - 6441 FormOC-0! rev. !0.!3.06 Page 1 of 10 Estate of ROY SCOTT LAUFFER ,Deceased 1. Name(s) and address(es) of Petitioner(s): Name: Regina M. Lauffer Adieu: 94 Rustic Dr. Shippensburg, PA 17257 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? ..................... Q Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on October 19, 2009 Di Letters Testamentary or ~ Letters of Administration were granted to Petitioner(s) on October 19, 2009 Date of Will (f applicable): November 26, 2002 Date(s) of Codicil(s) (if applicable): N/A Date of probate (f different from date Letters granted): Was a bond required? DYes Q No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ........ Q Yes ~ No Dates of advertisiing of the grant of Letters: 5e~; ~~( .~ e C, /~~~ / ~ C~w.~~r 1~~.~ ~~.~,,, S~~Iv~~ ~cu~,..~-ter 4 /G Z3 Zo /~ Fom oc-ol rev. 10.13.06 Page 2 of 10 Estate of ROY SCOTT LAUFFER 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 as 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): Regina M. Lauffer 94 Rustic Drive Shippensburg, PA 17257 Spouse a~ 100% of the remainder Form OC-Ol rev. 10.13.06 Page 4 of 10 Estate of ROY SCOTT LAUFFER Deceased 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). 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. N/A Farm oc-ol rev. 10.13.06 Page 5 of 10 Estate of ROY SCOTT LAUFFER ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name acrd Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? Citzens Automobile Finance 85879.57 yes ^ Yes Richard J. Boudreau & Assoc. ^No ONo 5 Industrial Way Salem, NH 03079 RBS Citizens, N.A 6879.24 Dyes ^ Yes 480 Jefferson Blvd ^No ~No Mail Stop RJE 110 Warwick, RI 02886 Thousand Trails 643.04 Qyes ^ Yes Equity Lifestyle Properties, Inc. ^No ~ No 2 North Riverside Plaza Chicago, IL 60606 Chase $15,426.82 ^i yes ^ Yes DCM Services/Chase ^No ONo PO Box 1473 Minneapolis, MN 55440 If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ Yes ^No Was family exemption allowed? ................................ DYes ^No Family exemption claimant's name and relationship: Regina Lauffer Spouse Name: Relationship: Form OG01 rev. 10.13.06 Page 6 of 10 Estate of Roy Scott Lauffer Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount oJClaim Gaim Will Claim Admitted? Be Paid In Fu117 Citibank South Dakota $11,078.16 yes ^Yes DCM Services/Citibank ^No ^i No PO Box 1568 Minneapolis, MN 55440 West Shore EMS $1112.62 •Yes ^ ^Yes % Consolidated Collection Service ^No ONo Inc. PO Box 60550 Harrisburg, PA 17106 PNC Bank, NA $8236.08 Qyes ^Yes Weltman, Weinberg & Reis ^No ~No 323 West Lakeside Ave., Suite 200 Cleveland, OH 44113 ChaseDCM Services/Citibank $9549.52 Dyes ^Yes PO Box 1473 ^No ~No Minneapolis, MN 55440 If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ^Yes ^No Was family exemption allowed? ................................ ^Yes ^No Family exemption claimant's name and relationship: Name: Relationship: Form OC-Ol rev. 10.13.06 Page 6 of 10 Estate of Roy Scott Lauffer Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Addreu of Each Claimant Amowt of Claim Claim Will Claim Admitted? Be Paid In Fvll? Discover Cazd $5,922.14 •Yes ^ ^Yes % Weltman, Weinberg & Reis ^No 0 No 175 South 3rd St., Suite 900 Columbus, OH 43215 ^• Yes ^Yes ^No Q No ^• Yes ^Yes ^No Q No DYes ^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. 11. Was family exemption claimed? ................................ ^Yes ^No Was family exemption allowed? ................................ ^Yes ^No Family exemption claimant's name and relationship: Name: Relationship:. Form OG01 rev. 10.13.06 Page 6 of 10 Estate of ROY SCOTT LAUFFER Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, aze as follows: Dole Payment Interest 0 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 0 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 dischazged 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: B. Has notice of the question requiring adjudication been given to the parties identified in Pazagraph 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-n1 rev. 10.13.06 Page Z of 10 Estate of ROY SCOTT LAUFFER Deceased 16. Had the decedent been adjudicated an incapacitated person? .......... ^Yes 0 No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a sepazate 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 Pazagraph 9 above? ............. ^Yes ^ No 18. If a reserve is requested, state amount and purpose. Amount: Purpose: If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the parties in interest? ........................................ ^Yes ^No 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? ........................................ ^Yes ^~ No Form oc-o~ rev. io.ls.o6 Page 8 of 10 Estate of ROY SCOTT LAUFFER 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: A. Income: Proposed Dtstrtbutee(sJ B. Principal: Proposed DLstrtbutee(s) Amount/Proportion Amount/Pioportion Submitted By: (All petitioners must sign. Add additional lines if necessary): Name f Petitioner: gma e Name of Petitioner: Form oc-or rev. lo.rs.o6 Page 9 of 10 Estate of ROY SCOTT LAUFFER Verification of Petitioner (Verification must be by at least one petitioner.) Deceased The undersigned hereby verifies * [that ~is~e is ade of the above-named m:me of corporaliwt and] that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, 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). Sign a of Petitio * Corporate petitioners nwst complete bracketed information. 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. ~_ Signature of Counsel for Petitioner Form OC-01 rev. 10.13.06 Page 10 of 10 First and Final Account of Regina.M.Lauffer RECORDED OFFICE OF Executor of the Last Will and Testament oiR E G 1 S T E R O F W 3 L L S Roy Scott Lauffer Late of South Newton Township, Cumberland Count3kl~e>L~r~ni~~ 4 ~2 DATE OF DEATH: LETTERS TES'PI'tQ~Y ADVERTISED: ORPHANS' COURT October 12, 2009 C~'~~ ~i~NAL ecember 6, 11 THE SENTINEL December 1, 8, 15, 2011 ACCOUNTANT IS CHARGED WITH THE AMOUNTS OF PRINCIPAL AND INTEREST RECEIVED AND CLAIMS CREDIT FOR THE DISBURSEMENTS MADE AS STATED BELOW: PRIN IP RECEIVED 70 shares, Comcast Class A common stock 22 shares,AT&T common stock 4 motorcycles and 1 Lark trailer sold at Gateway Auction McGregor boat and trailer Stingray boat and trailer 1995 Ford Econoline Van and 2002 Jeep, sold together Motor Home. Repossessed and sold by secured creditor Z-3 automobile Miscellaneous personal property TOTAL PRINCIPAL RECEIVED 1,076.00 565.00 6,076.72 975.86 1,360.00 5 X75.00 0.00 4,045.00 1,982.14 6,435.20 28,090.92 IN OME RE EIV D Dividends received 31.72 TOTAL INCOME RECEIVED 31.72 DI M N S Priority expenses paid: Ewing Brothers Funeral Home 9,281.80 Family exemption to Regina Lauffer 3500.00 Executrix fee to Regina Lauffer 1>~•~ Attorney's fee to Frey & Tiley 1>~•~ Probate fee to Register of Wills 132.00 Advertising fee to Cumberland Law Journal 75.00 Advertising fee to the Sentinel 178.92 Inheritance tax return filing fee 15.00 Filing fee for final account and petition for adjudication 243.50 Auctioneer fees for sale of motor vehicles 375.00 Title fee for trailer 39.50 Replacement battery for Ford van 86.92 Total priortity expenses to be paid 15,927.64 Total Asserts 28,090.92 Less, Total Priority Expenses (15,927.64) Net assets to be paid to creditors prorata 12,163.28 Debts proposed to be paid prorata: Total Debt re ttor Debt to be Paid 85,87957 Citizens Automobile Finance (net of proceeds of sale of reposed motorhome) 6,879.24 RBS Citizens, NA acct. ending 1687 15,426.82 Chase acct. ending 4672 11,078.16 Citibank (South Dakota) NA, acct. ending 6051 643.04 Thousand Trails acct. 730-298-094730 1,112.62 West Shore EMS acct. 009009109 8,236.08 PNC Bank acct. 4311 9675 2058 2574 949.52 Chase account ending 1144 5,922.14 Discover Bank Account 601100227588107 144,727.19 Total TOTAL DISBURSEMENTS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERALND SS.: 7,217.56 578.15 1,296.51 931.04 54.04 93.51 692.18 80257 497.71 12,163.27 I, Regina Lauffer, Executrix of the Last Will and Testatment of R. Scott Lauffer, does hereby declare under oath that I have fully and faithfully discharged the duties of the office; that foregoing Account is true and correct and fully discloses all significant transitions occuring during the accounting period; that all known claims against the estate have been included in this Account; that there are no known claims against the estate and that no taxes are presently due . ~'14'. Regin Lauffer Sworn to and subscribed before me this day of February 2013. ~a ~