The URL can be used to link to this page

Home My WebLink About12-02-13 ��J`'-�'�:L .�� In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-11-799 Brandon V. Liddick First and Partial Account Betsy J. Suggs, Guardian Date of Incapacity, if any: None Date of Guardian's First Receipt of Funds: 06/15/2011 Accounting for the period: 06/15/2011 to 06/30/2013 Purpose of Account: Betsy J. Suggs, Guardian, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Neil W. Yahn Esq. James, Smith, Dietterick 8� Connelly, LLP 134 Sipe Avenue Hummelstown, PA 17036 �; � c' �;.� =�' m 717/533-3280 � ,-z�i -��., �'? � Supreme Court I.D. No. 82278 � � c� `�' .."�'� c�-a � v r �-,-� rn �'' � �:7 N '7 'J «,'� CI? � Q C3 �7 � � —Y7 'r'� �`�'t � �} � ..r.: �._...�.t � � ...y ::� � � �1 C+a r""' t"s'1 r"_ -� � -�€� � Cn � SUMMARY OF ACCOUNT Brandon V. Liddick For h neriod of J�n� 15, 2011 thro��h .l�n� 30, 2013 PAGES PRINCIPAL Receipts: This Account 3 493,967.13 Net Gain (or Loss) on Sales or Other Dispositions 0.00 493,967.13 Less Disbursements: General Disbursements 0.00 Fees 0.00 0.00 Balance Before Distributions 493,967.13 Transfer to (from) Principal 968.64 Distributions to Beneficiaries 4 25,388.94 Principal Balance on Hand 5 469,546.83 For Information: Investments Made Changes in Holdings INC M Receipts This Account 6 4,454.60 Net Gain (or Loss)on Sales 0.00 or Other Dispositions 4,454.60 Less Disbursements 0.00 Balance Before Distributions 4,454.60 Transfer to (from) Income -968.64 Distributions to Beneficiaries 0.00 Income Balance on Hand 7 3,485.96 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 8 473,032.79 Signature 9 Verification 10 - 2 - SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in inventory Fiduciary (Valued as of Date of Death) Acquisition Value Cash American General Life Insurance Company -Life 62,505.68 insurance proceeds Wendy Royer, deceased Prudential -Life insurance proceeds Robert A. 400,000.00 Liddick,deceased Social Security -benefits received by Betsy Suggs as 1,301.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,046.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,211.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,211.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,211.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,379.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,284.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,284.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,284.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,284.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,674.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1.320.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,320.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,320.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,320.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,320.00 representative payee for Brandon Liddick - 3 - SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value Social Security -benefits received by Betsy Suggs as 1,320.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,320.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick Total Cash 493,966.68 Total Receipts 493,sss.ss Subsequent Princinal Recei� 01/31/2012 Members 1st Savings Account#425839-0011 - 0.05 Deposit swipe 5 rebate 02/29/2012 Members 1st Savings Account#425839-0011 - 0.05 Deposit swipe 5 rebate 07/31/2012 Members 1st Savings Account#425839-0011 - 0.05 Deposit swipe 5 rebate 08/31/2012 Members 1st Savings Account#425839-0011 - 0.05 Deposit swipe 5 rebate 04/30/2013 Members 1st Savings Account#425839-0011 - 0.10 Deposit swipe 5 rebate 05/31/2013 Members 1st Savings Account#425839-0011 - 0.15 Deposit swipe 5 rebate Total Subsequent Principal Receipts 0.45 Total Adjustments and Subsequent Receipts 0.45 - 4 - SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value Total Receipts of Principal 493,967.13 - 5 - TRANSFERS TO (FROM) PRINCIPAL �g Descri t�ion Amount 12/06/2011 Members 1st Credit Union Account#839 968.64 968.64 Transfers To (From) Principal - 1 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 07/24/2011 Betsy Suggs -disbursement of social security 1,301.00 benefits received on behalf of Brandon for monthly expenses 08/17/2011 Betsy Suggs -disbursement of social security 1,046.00 benefits received on behalf of Brandon for monthly expenses 09/14/2011 Betsy Suggs -disbursement of social security 211.00 benefits received on behalf of Brandon for monthly expenses 10/12/2011 Betsy Suggs -disbursement of social security 475.16 benefits received on behalf of Brandon for monthly expenses 12/04/2011 Betsy Suggs-disbursement of social security 61.72 benefits received on behalf of Brandon for monthly expenses 12/05/2011 Betsy Suggs-disbursement of social security 42.62 benefits received on behalf of Brandon for monthly expenses 12/09/2011 Betsy Suggs-disbursement of social security 35.55 benefits received on behalf of Brandon for monthly expenses 12/10/2011 Betsy Suggs -disbursement of social security 42.38 benefits received on behalf of Brandon for monthly expenses 12/10/2011 Betsy Suggs-disbursement of social security 280.89 benefits received on behalf of Brandon for monthly expenses 12/15/2011 Betsy Suggs-disbursement of social security 41.71 benefits received on behalf of Brandon for monthly expenses 12/18/2011 Betsy Suggs-disbursement of social security 79.29 benefits received on behalf of Brandon for monthly expenses 12/19/2011 Betsy Suggs-disbursement of social security 72.92 benefits received on behalf of Brandon for monthly expenses 12/22/2011 Betsy Suggs-disbursement of social security 34.19 benefits received on behalf of Brandon for monthly expenses - 4 - SCHEDULE_D DISTRIBUTIONS OF PRINCIPAL Continued 12/29/2011 Betsy Suggs-disbursement of social security 19.08 benefits received on behalf of Brandon for monthly expenses 12/30/2011 Betsy Suggs-disbursement of social security 40.13 benefits received on behalf of Brandon for monthly expenses 01/08/2012 Betsy Suggs-disbursement of social security 54.13 benefits received on behalf of Brandon for monthly expenses 01/08/2012 Betsy Suggs -disbursement of social security 103.26 benefits received on behalf of Brandon for monthly expenses 01/09/2012 Betsy Suggs -disbursement of social security 46.61 benefits received on behalf of Brandon for monthly expenses 01/15/2012 Connie Royer-child care services 300.00 01/16/2012 Betsy Suggs-disbursement of social security 94.53 benefits received on behalf of Brandon for monthly expenses 01/16/2012 Betsy Suggs -disbursement of social security 36.83 benefits received on behalf of Brandon for monthly expenses 01/22/2012 Betsy Suggs-disbursement of social security 11.64 benefits received on behalf of Brandon for monthly expenses 01/23/2012 Betsy Suggs -disbursement of social security 40.02 benefits received on behalf of Brandon for monthly expenses 01/29/2012 Betsy Suggs-disbursement of social security 103.61 benefits received on behalf of Brandon for monthly expenses 01/29/2012 Betsy Suggs-disbursement of social security 38.35 benefits received on behalf of Brandon for monthly expenses 02/02/2012 Betsy Suggs -disbursement of social security 19.38 benefits received on behalf of Brandon for monthly expenses 02/06/2012 Betsy Suggs-disbursement of social security 46.02 benefits received on behalf of Brandon for monthly expenses - 5 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 02/09/2012 Betsy Suggs -disbursement of social security 36.82 benefits received on behalf of Brandon for monthly expenses 02/11/2012 Betsy Suggs-disbursement of social security 46.32 benefits received on behalf of Brandon for monthly expenses 02/13/2012 Betsy Suggs-disbursement of social security 61.09 benefits received on behalf of Brandon for monthly expenses 02/13/2012 Betsy Suggs-disbursement of social security 33.55 benefits received on behalf of Brandon for monthly expenses 02/15/2012 Connie Royer-child care services 300.00 02/18/2012 Betsy Suggs-disbursement of social security 128.27 benefits received on behalf of Brandon for monthly expenses 02/19/2012 Betsy Suggs-disbursement of social security 80.29 benefits received on behalf of Brandon for monthly expenses 02/19/2012 Betsy Suggs-disbursement of social security 15.20 benefits received on behalf of Brandon for monthly expenses 02/19/2012 Betsy Suggs-disbursement of social security 31.21 benefits received on behalf of Brandon for monthly expenses 02/20/2012 Betsy Suggs -disbursement of social security 47.19 benefits received on behalf of Brandon for monthly expenses 02/26/2012 Betsy Suggs-disbursement of social security 34.78 benefits received on behalf of Brandon for monthly expenses 02/26/2012 Betsy Suggs-disbursement of social security 119.09 benefits received on behalf of Brandon for monthly expenses 02/29/2012 Betsy Suggs-disbursement of social security 29.74 benefits received on behalf of Brandon for monthly expenses 03/03/2012 Betsy Suggs-disbursement of social security 49.35 benefits received on behalf of Brandon for monthly expenses - 6 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 03/04/2012 Betsy Suggs -disbursement of social security 79.29 benefits received on behalf of Brandon for monthly expenses 03/10/2012 Betsy Suggs-disbursement of social security 117.62 benefits received on behalf of Brandon for monthly expenses 03/11/2012 Betsy Suggs-disbursement of social security 69.00 benefits received on behalf of Brandon for monthly expenses 03/13/2072 Betsy Suggs-disbursement of social security 50.31 benefits received on behalf of Brandon for monthly expenses 03/15/2012 Connie Royer-child care services 300.00 03/17/2012 Betsy Suggs-disbursement of social security 27.54 benefits received on behalf of Brandon for monthly expenses 03/22/2012 Betsy Suggs-disbursement of social security 46.29 benefits received on behalf of Brandon for monthly expenses 03/25/2012 Betsy Suggs -disbursement of social security 111.97 benefits received on behalf of Brandon for monthly expenses 03/31/2012 Betsy Suggs-disbursement of social security 21.18 benefits received on behalf of Brandon for monthly expenses 03/31/2012 Betsy Suggs-disbursement of social security 18.78 benefits received on behalf of Brandon for monthly expenses 04/03/2012 Betsy Suggs-disbursement of social security 50.11 benefits received on behalf of Brandon for monthly expenses 04/04/2012 Betsy Suggs -disbursement of social security 208.18 benefits received on behalf of Brandon for monthly expenses 04/05/2012 Betsy Suggs-disbursement of social security 5.29 benefits received on behalf of Brandon for monthly expenses 04/06/2012 Betsy Suggs-disbursement of social security 4.85 benefits received on behalf of Brandon for monthly expenses - 7 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 04/10/2012 Betsy Suggs-disbursement of social security 50.75 benefits received on behalf of Brandon for monthly expenses 04/15/2012 Betsy Suggs-disbursement of social security 124.89 benefits received on behalf of Brandon for monthly expenses 04/15/2012 Connie Royer-child care services 300.00 04/20/2012 Betsy Suggs-disbursement of social security 51.49 benefits received on behalf of Brandon for monthly expenses 04/28/2012 Betsy Suggs-disbursement of social security 63.68 benefits received on behalf of Brandon for monthly expenses 04/29/2012 Betsy Suggs-disbursement of social security 63.24 benefits received on behalf of Brandon for monthly expenses 05/01/2012 Betsy Suggs-disbursement of social security 48.79 benefits received on behalf of Brandon for monthly expenses 05/09/2012 Betsy Suggs-disbursement of social security 35.04 benefits received on behalf of Brandon for monthly expenses 05/12/2012 Betsy Suggs -disbursement of social security 40.00 benefits received on behalf of Brandon for monthly expenses OS/12/2012 Betsy Suggs -disbursement of social security 45.96 benefits received on behalf of Brandon for monthly expenses 05/13/2012 Betsy Suggs -disbursement of social security 78.12 benefits received on behalf of Brandon for monthly expenses 05/15/2012 Betsy Suggs -disbursement of social security 139.98 benefits received on behalf of Brandon for monthly expenses 05/15/2012 Connie Royer-child care services 300.00 05/19/2012 Betsy Suggs -disbursement of social security 82.10 benefits received on behalf of Brandon for monthly expenses - $ - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 05/19/2012 Betsy Suggs -disbursement of social security 40.58 benefits received on behalf of Brandon for monthly expenses 05/26/2012 Betsy Suggs-disbursement of social security 44.16 benefits received on behalf of Brandon for monthly expenses 05/26/2012 Betsy Suggs -disbursement of social security 72.60 benefits received on behalf of Brandon for monthly expenses 05/31/2012 Betsy Suggs-disbursement of social security 86.15 benefits received on behalf of Brandon for monthly expenses 06/01/2012 Betsy Suggs-disbursement of social security 2.49 benefits received on behalf of Brandon for monthly expenses 06/01/2012 Betsy Suggs-disbursement of social security 27.11 benefits received on behalf of Brandon for monthly expenses 06/08/2012 Betsy Suggs-disbursement of social security 41.34 benefits received on behalf of Brandon for monthly expenses 06/13/2012 Betsy Suggs-disbursement of social security 252.61 benefits received on behalf of Brandon for monthly expenses 06/15/2012 Connie Royer-child care services 300.00 06/30/2012 Betsy Suggs -disbursement of social security 14.73 benefits received on behalf of Brandon for monthly expenses 06/30/2012 Betsy Suggs-disbursement of social security 93.76 benefits received on behalf of Brandon for monthly expenses 06/30/2012 Betsy Suggs-disbursement of social security 42.46 benefits received on behalf of Brandon for monthly expenses 07/06/2012 Betsy Suggs-disbursement of social security 43.55 benefits received on behalf of Brandon for monthly expenses 07/07/2012 Betsy Suggs -disbursement of social security 18.69 benefits received on behalf of Brandon for monthly expenses - 9 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 07/13/2012 Betsy Suggs-disbursement of social security 61.93 benefits received on behalf of Brandon for monthly expenses 07/13/2012 Betsy Suggs-disbursement of social security 59.42 benefits received on behalf of Brandon for monthly expenses 07/15/2012 Betsy Suggs-disbursement of social security 29.97 benefits received on behalf of Brandon for monthly expenses 07/15/2012 Connie Royer-child care services 300.00 07/16/2012 Betsy Suggs-disbursement of social security 127.62 benefits received on behalf of Brandon for monthly expenses 07/16/2012 Betsy Suggs -disbursement of social security 35.93 benefits received on behalf of Brandon for monthly expenses 07/17/2012 Betsy Suggs -disbursement of social security 21.58 benefits received on behalf of Brandon for monthly expenses 07/21/2012 Betsy Suggs-disbursement of social security 34.90 benefits received on behalf of Brandon for monthly expenses 07/27/2012 Betsy Suggs -disbursement of social security 35.76 benefits received on behalf of Brandon for monthly expenses 07/28/2012 Betsy Suggs-disbursement of social security 205.20 benefits received on behalf of Brandon for monthly expenses 08/02/2012 Betsy Suggs-disbursement of social security 41.95 benefits received on behalf of Brandon for monthly expenses 08/04/2012 Betsy Suggs -disbursement of social security 122.11 benefits received on behalf of Brandon for monthly expenses 08/10/2012 Betsy Suggs-disbursement of social security 37.02 benefits received on behalf of Brandon for monthly expenses 08/11/2012 Betsy Suggs-disbursement of social security 49.46 benefits received on behalf of Brandon for monthly expenses - 10 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 08/12/2012 Betsy Suggs -disbursement of social security 51.43 benefits received on behalf of Brandon for monthly expenses 08/14/2012 Betsy Suggs -disbursement of social security 55.93 benefits received on behalf of Brandon for monthly expenses 08/15/2012 Connie Royer-child care services 300.00 08/18/2012 Betsy Suggs-disbursement of social security 111.14 benefits received on behalf of Brandon for monthly expenses 08/19/2012 Betsy Suggs -disbursement of social security 53.01 benefits received on behalf of Brandon for monthly expenses 08/19/2012 Betsy Suggs -disbursement of social security 45.39 benefits received on behalf of Brandon for monthly expenses 08/23/2012 Betsy Suggs-disbursement of social security 48.05 benefits received on behalf of Brandon for monthly expenses 08/25/2012 Betsy Suggs-disbursement of social security 254.39 benefits received on behalf of Brandon for monthly expenses 09/08/2012 Betsy Suggs-disbursement of social security 51.16 benefits received on behalf of Brandon for monthly expenses 09/15/2012 Connie Royer-child care services 300.00 09/16/2012 Betsy Suggs-disbursement of social security 171.31 benefits received on behalf of Brandon for monthly expenses 09/24/2012 Betsy Suggs-disbursement of social security 162.41 benefits received on behalf of Brandon for monthly expenses 09/30/2012 Betsy Suggs-disbursement of social security 113.39 benefits received on behalf of Brandon for monthly expenses 09/30/2012 Betsy Suggs-disbursement of social security 39.37 benefits received on behalf of Brandon for monthly expenses - 11 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 10/06/2012 Betsy Suggs-disbursement of social security 241.99 benefits received on behalf of Brandon for monthly expenses 10/06/2012 Betsy Suggs -disbursement of social security 32.52 benefits received on behalf of Brandon for monthly expenses 10/13/2012 Betsy Suggs-disbursement of social security 226.33 benefits received on behalf of Brandon for monthly expenses 10/15/2012 Connie Royer-child care services 300.00 10/19/2012 Betsy Suggs-disbursement of social security 23.96 benefits received on behalf of Brandon for monthly expenses 10/22/2012 Betsy Suggs-disbursement of social security 31.79 benefits received on behalf of Brandon for monthly expenses 11/11/2012 Betsy Suggs -disbursement of social security 187.69 benefits received on behalf of Brandon for monthly expenses 11/15/2012 Connie Royer-child care services 300.00 11/24/2012 Betsy Suggs-disbursement of social security 75.34 benefits received on behalf of Brandon for monthly expenses 11/24/2012 Betsy Suggs -disbursement of social security 269.22 benefits received on behalf of Brandon for monthly expenses 12/08/2012 Betsy Suggs -disbursement of social security 104.76 benefits received on behalf of Brandon for monthly expenses 12/14/2012 Betsy Suggs -disbursement of social security 92.79 benefits received on behalf of Brandon for monthly expenses 12/15/2012 Connie Royer-child care services 300.00 12/26/2012 Betsy Suggs-disbursement of social security 41.95 benefits received on behalf of Brandon for monthly expenses 12/27/2012 Betsy Suggs-disbursement of social security 38.01 benefits received on behalf of Brandon for monthly expenses - 12 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 01/05/2013 Betsy Suggs -disbursement of social security 45.43 benefits received on behalf of Brandon for monthly expenses 01/09/2013 Betsy Suggs-disbursement of social security 125.05 benefits received on behalf of Brandon for monthly expenses 01/13/2013 Betsy Suggs -disbursement of social security 134.86 benefits received on behalf of Brandon for monthly expenses 01/15/2013 Connie Royer-child care services 300.00 01/25/2013 Betsy Suggs -disbursement of social security 33.40 benefits received on behalf of Brandon for monthly expenses 02/02/2013 Betsy Suggs-disbursement of social security 47.46 benefits received on behalf of Brandon for monthly expenses 02/09/2013 Betsy Suggs-disbursement of social security 34.75 benefits received on behalf of Brandon for monthly expenses 02/11/2013 Betsy Suggs-disbursement of social security 18.37 benefits received on behalf of Brandon for monthly expenses 02/11/2013 Betsy Suggs-disbursement of social security 99.54 benefits received on behalf of Brandon for monthly expenses 02/15/2013 Connie Royer-child care services 300.00 02/20/2013 Betsy Suggs-disbursement of social security 45.65 benefits received on behalf of Brandon for monthly expenses 03/01/2013 Betsy Suggs -disbursement of social security 47.90 benefits received on behalf of Brandon for monthly expenses 03/01/2013 Betsy Suggs-disbursement of social security 98.67 benefits received on behalf of Brandon for monthly expenses 03/09/2013 Betsy Suggs-disbursement of social security 106.74 benefits received on behalf of Brandon for monthly expenses - 13 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 03/14/2013 Betsy Suggs-disbursement of social security 43.69 benefits received on behalf of Brandon for monthly expenses 03/15/2013 Connie Royer-child care services 300.00 03/21/2013 Betsy Suggs-disbursement of social security 25.37 benefits received on behalf of Brandon for monthly expenses 03/24/2013 Betsy Suggs-disbursement of social security 112.54 benefits received on behalf of Brandon for monthly expenses 04/01/2013 Betsy Suggs -disbursement of social security 1,167.00 benefits received on behalf of Brandon for monthly expenses 04/06/2013 Betsy Suggs-disbursement of social security 43.16 benefits received on behalf of Brandon for monthly expenses 04/13/2013 Betsy Suggs -disbursement of social security 167.00 benefits received on behalf of Brandon for monthly expenses 04/15/2013 Connie Royer-child care services 300.00 04/22/2013 Betsy Suggs -disbursement of social security 36.18 benefits received on behalf of Brandon for monthly expenses 05/01/2013 Betsy Suggs -disbursement of social security 44.47 benefits received on behalf of Brandon for monthly expenses 05/04/2013 Betsy Suggs-disbursement of social security 122.67 benefits received on behalf of Brandon for monthly expenses 05/08/2013 Betsy Suggs-disbursement of social security 438.00 benefits received on behalf of Brandon for monthly expenses 05/12/2013 Betsy Suggs-disbursement of social security 45.70 benefits received on behalf of Brandon for monthly expenses 05/15/2013 Betsy Suggs-disbursement of social security 24.95 benefits received on behalf of Brandon for monthly expenses 05/15/2013 Connie Royer-child care services 300.00 - 14 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 05/17/2013 Betsy Suggs -disbursement of social security 5,000.00 benefits received on behalf of Brandon for monthly expenses 05/18/2013 Betsy Suggs-disbursement of social security 97.24 benefits received on behalf of Brandon for monthly expenses 06/02/2013 Betsy Suggs -disbursement of social security 75.79 benefits received on behalf of Brandon for monthly expenses 06/13/2013 Betsy Suggs-disbursement of social security 40.61 benefits received on behalf of Brandon for monthly expenses 06/15/2013 Connie Royer-child care services 300.00 06/16/2013 Betsy Suggs-disbursement of social security 137.29 benefits received on behalf of Brandon for monthly expenses 06/20/2013 Betsy Suggs-disbursement of social security 118.82 benefits received on behalf of Brandon for monthly expenses 06/26/2013 Betsy Suggs-disbursement of social security 41.87 benefits received on behalf of Brandon for monthly expenses 06/28/2013 Betsy Suggs-disbursement of social security 476.99 benefits received on behalf of Brandon for monthly expenses 25,388.94 TOTAL DISTRIBUTIONS TO BENEFICIARIES 25,388.94 - 15 - PRINCIPAL BALANCE ON HAND Current Value Fiduciary 06/30/2013 Acquisition #Units Description or as Noted Value �ash Americhoice Federal#053 Share 0001 5.00 5.00 Americhoice Federal#053 Share 0018 233,995.00 233,995.00 Members 1st Checking#425839-0011 1,084.60 1,084.60 Members 1st Cred#442385 Sh ID 0000 5.00 5.00 Members 1st Cred#442385 Sh ID 0005 229,469.32 229,469.32 Members 1st savings#425839-0000 4,987.91 4,987.91 Total Cash 469,546.83 469.546.83 469,546.83 469,546.83 - 5 - SCHEDULE G RECEIPTS OF INCOME Dividend Americhoice Federal Credit Union Account#053 Premier Money Market 0018 12/31/2011 99•68 01/31/2012 118.90 02/29/2012 92.86 03/31/2012 99.31 04/30/2012 96.14 OS/31/2012 99.39 06/30/2012 96.22 07/31/2012 99.47 08/31/2012 99.51 09/30/2012 96.34 12/31/2012 dividends for October, November,and December 295.74 2012 01/31/2013 79.74 02/28/2013 72.05 03/31/2013 79.79 04/30/2013 77.24 05/31/2013 79.84 06/30/2013 77.29 1,759.51 Members 1st Credit Union Account#839 10/31/2011 dividend 8.48 11/30/2011 dividend 144.83 12/06/2011 dividend 44.44 197.75 Members 1st Federal Credit Union Account#442385 Money Management Share ID 0005 12/31/2011 89.90 01/31/2012 107.23 02/29/2012 100.36 03/31/2012 107.33 04/30/2012 103.92 - 6 - SCHEDULE G RECEIPTS OF INCOME Continued 05/31/2012 107.43 06/30/2012 104.01 07/31/2012 107.53 08/31/2012 107.58 09/30/2012 104.16 10/31/2012 107.68 11/30/2012 104.25 12/31/2012 107.78 01/31/2013 78•42 02/28/2013 70.85 03/31/2013 7$•4� 04/30/2013 56.97 05/31/2013 58.89 1,702.76 Members 1st Savings Account#425839-0000 12/31/2011 dividends for 2011 2.01 01/31/2012 0.63 02/29/2012 0.81 03/31/2012 0.90 04/30/2012 0.69 05/31/2012 0.84 06/30/2012 1.00 07/31/2012 1.10 08/31/2012 1.30 09/30/2012 1.43 10/31/2012 1.62 11/30/2012 1.66 12/31/2012 1.85 01/31/2013 1.63 02/28/2013 1.55 03/31/2013 1.74 04/30/2013 1.17 05/31/2013 1.04 06/30/2013 0•72 23.69 - 7 - SCHEDULE G RECEIPTS OF INCOME Continued TOTAL DIVIDEND INCOME 3,683.71 Interest/Bank Prudential 11/16/2011 interest 770.89 770.89 TOTAL BANK INTEREST 770.89 TOTAL RECEIPTS OF INCOME 4.454.60 - 8 - TRANSFERS TO (FROM) INCOME p�g Descri t�on Amount 12/06/2011 Members 1st Credit Union Account#839 -968.64 -968.64 Transfers To (From) Income -1 INCOME BALANCE ON HAND Current Value Fiduciary 06/30/2013 Acquisition #Units Description or as Noted Value .ach Americhoice Federal#053 Share 0018 1,759.51 1,759.51 Members 1st Cred#442385 Sh ID 0005 1,702.76 1,702.76 Members 1st savings#425839-0000 23.69 23.69 Total Cash 3,485.96 3,485.96 3,485.96 3,485.96 - 7 - COMBINED BALANCE ON HAND Current Value Fiduciary 06/30/2013 Acquisition #Units Description or as Noted Value �ash Americhoice Federal#053 Share 0001 5.00 5.00 Americhoice Federal#053 Share 0018 235,754.51 235,754.51 Members 1st Checking#425839-0011 1,084.60 1,084.60 Members 1st Cred#442385 Sh ID 0000 5.00 5.00 Members 1st Cred#442385 Sh ID 0005 231,172.08 231,172.08 Members 1st savings#425839-0000 5,011.60 5,011.60 Tota) Cash 473,032.79 473,032.79 473,032.79 473,032.79 - $ - !n the Gourt of Common Pleas of Cumberland County, PennsyJvania t',�rphans' Cour# Division Fite Na. 21-11-799 ____ _ __ � �__�.�...._._.._ ..___. �. ,. ��.._.. .._ _.. _ � ... Estate of Brandon Y. Liddick,Minor Signa#ure "�w � etsy J.S ggs, uardian - 9 - r In the Court of Comman Pteas of Cumberland County, Pennsylvania �rphans' Court Div�sion File No, 2'I-11-799 _ � �state of Brandon V. Liddic Minvr � �� Verification Betsy J.Suggs,Guardlan of the Estate of Brandon V. Liddick, Minor, hereby declares under aath that helshe has fully and faFEhfuliy discharged the duti�of his/Frer office; that the foregoPng Account is true and correct and fuily dlsclases al!significant transactions occurring during the accounting period;that at!known cialms a�ainst the Trust have been paid tn futh that,ta hislher knawiedge,there are no ciairns now outstanding agalnst the Trust;and that ail taxes presently due from the Trust have Eseen paid. This statemenf is made subject to penalties of 18 Pa.C.S.A.Section 4904 relating to unsworn falsification ta author�tfes. � Dated: �-^ ��'� � ___ T'� Betsy J.Sugg Gua ian - 10 -