Loading...
HomeMy WebLinkAbout03-21-14 DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF LUANNE M. PREECE , DECEASED No. 21-12-0587 PETITION FOR ADJUDICATION/ STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C.Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estow If space is insufficient, riders may be attached. Attach the spouse's election, i/Qcan6 the prArs m M required under items 8-I9 inclusive; and any instrument pertinent to the adjudi4iop n o r- M ry m rn z o 0 INCL UDE ATTACHMENTS AT THE BACK OF THIS FORAF. c> o i° -n rn C) rn m cn -j r cr Name of Counsel: Bret P. Shaffer, Esquire Supreme Court I.D.No.: 309180 Name of Law Firm: Baric Scherer LLC Address: 19 West South Street, Carlisle, Pennsylvania 17013 Telephone:_7]7) 249-6873 Fax: (717) 249-5755 Form oa01 rev. 10.13-06 Page I of 10 Estate of LUANNE M. PREECE Deceased 1. Name(s)and address(es)of Petitioner(s): Name: Melissa A.Dixon Address: 105 Park Place Camp Hill,Pennsylvania 17011 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? . . . . . . . . . . . . . . . . . . . . . m Yes ❑ No If not, identify prior accountings,the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on April 16, 2012 [3 Letters Testamentary or ®Letters of Administration were granted to Petitioner(s)on Mav 24.2012 Date of Will (ifapplicable): Date(s)of Codicil(s) (ifapplicable): Date of probate (if differen1from date Letters granted): Was a bond required?©Yes m No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . m Yes ❑No Dates of advertising of the grant of Letters: The Sentinel: July 14, 21 &28, 2012; Cumberland Law Journal: July 27,August 3 & 105 2011 ro,,,,oC-01 re,=.1o.rs.oa Page 2 of 10 Estate of LUANNE M. PREECE Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . ... . . . . . . . . . . .• • • • • • • • • • . ❑Yes ONO If yes,name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . (See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code) 13 Yes m No If 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): Melissa A. Dixon Tammy Lynn Raney 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . 13 yes m No Were any children bom to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [3 Yes m No If yes, give names and dates of birth: Name' Date of Birth: 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . mYes r_] No Form OC-01 rev.10.13.06 Page 3 of 10 Estate of LUANNE M. PREECE 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 shalt 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): NpmeaWAddresso EnchP in Tnteresr Retationshi and Camrnents,L4M Interest �- Melissa A. Dixon Daughter 50% 105 Park Place,Camp Hilt Pennsylvania 17011 Tammy Lynn Raney Daughter 50% 105 Park Place, Camp Hill Pennsylvania 17011 Porn:OC.01 re,. 10.13.06 Page 4 of 10 Estate of LUANNE M. PREECE Deceased Name and Address o Each Party in Interest Relationship and Comments.ifany interest 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. Tammy Lynn Raney (d.o.b. April 6, 1973)--Melissa A. Dixon and Jason M. Dixon, appointed Guardians by Order of Court. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit(see Pa. 0.C. Rule 72.4). A Guardian Ad Litem was previously appointed on November 22, 2413. See attached Order. 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. FormoC-01 rev. 10.13.06 Page 5 of 40 Estate of LUANNE M. PREECE 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 I I ojCfaim Claim Will Claim Admitted? Be Paid In Full? ❑Yes ❑Yes ❑No ONo ❑Yes ❑Yes ONo ❑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. IL Was family exemption claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . mYes ❑No Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Oyes ❑No Family exemption claimant's name and relationship: Name_Tammy Lynn Raney Relationship:Daughter Form OC-01 rev. 10,13.06 Page 6 of 10 Estate of LUANNE M. PREECE Deceased a 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,are as follows: Date Payment Interest February 4,2013 500A0 September 13, 2013 877.25 1.3. 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 n 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. Decedent was Guardian of the person and estate of Tammy Lynn Raney. Successor Guardians have been appointed. Decedent was Trustee of the Raney Family Special Needs Trust,and a Successor Trustee has been named. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s)as to each question: Whether the distribution in kind desired by Petitioner Melissa A.Dixon shall be permitted, B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . WYes ®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. Farm OC-07 rev.10.13.06 Page 7 of 10 Estate of LUANNE M. PREECE Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . Q Yes M 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 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? . . . . . . . . . . . . . ©Yes El 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 Schedule ofDistribution? . . . . . . . . . . . . . . . . . . . . . . . . . . mYes ONo As to real estate only? . . . . . . . . . ®iYes ONo Form OC-01 rev. 10,13.06 Page 8 of 10 Estate of LUANNE M. PREECE 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 Distributee(s) AmounUProportion B. Principal: Proposed Distributee(s) AmaunUPropartion Melissa A. Dixon 50% Tammy Lynn Raney 50% Submitted By: (All petitioners must sign. Add additional lines if necessary): Na o Petitioner:Melissa A. Dix Name of Petitioner: Form OC-01 rev. 10.13.06 Page 9 of 10 Estate of LUANNE M. PREECE Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that he/she is yule of the above-named name ofcorporalion 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 unswom falsification to authorities). Si u LofPctitiLoner "Corporate petitioners must 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 Estate of Luanne M. Preece, Deceased 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. Balance of unpaid interest/penalty due to Penn. Dept. of Revenue: $17.26 Paid March 21, 2014 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587,approved May 16, 1929),P. L,1784 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND 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, viz: July 27, August 3, and August 10 2012 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. Ili "__ Li Y a Marie Co ne Rditor SWORN TO AND SUBSCRIBED before me this 10 of August,2012 Notary Preece,Luanne M., deed. Late of Cumberland County, Administratrb;Melissa A,Dixon, Attorneys: Bret P. Shaffer, Es- quire,Baric Scherer LLC, 19 West =BOROUGH, SEAL South Street, Carlisle,PA 17013, (717)249-6873, COLLINS nbtic MBERLAND COUNTY res Apr 28,2014 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland iackie Cox Sales Director of The Sentinel, of the County and State aforesaid,being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle,County and State aforesaid, was established December 131^, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): iuly K 21 &28 2012 COPY OF NOTICE OF PUBLICATION SE TATE NOTICE . Letters of Administration In the Estate of LUANNE M.PREECE,.late of Cumberland County,were granted to Melissa A.Dixon on May 24,2012.' All persons knowing themselves Isis indebted to.seld ESteteare requestetltol Affiant further deposes that he/she is not make immediate payment and those having claims will present them, interested m the SllbleCt matter Of the without delay,to the undersigned. . aforesaid notice or advertisement, and that West Scherer LLC 0 Bret P.Shaffer, e LL all all allegations in the foregoing statement as s waft sown street , Cedisl ,PA 17013 to time place and character of publication e (717)249-6673 _ are true. l Sworq to and subscribed before me this 3rAd Notary Public My commission expires: NOTARIAL SE4 BAMBI ANN HECKENOORN Notary Public CARLISLE BOROUGH, CUMBERLAND CNTY My Commission Expire4 jr,,., on,: i IN RE: IN THE COURT OF COMMON PLEAS OF TAMMY LYNN RANEY CUMBERLAND COUNTY, PENNSYLVANIA An Alleged Incapacitated Person ORPHANS ' COURT DIVISION NO. 21-13-213 IN RE: IN THE COURT OF COMMON PLEAS OF ESTATE OF LUANNE M. PREECE CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS ' COURT DIVISION NO. 2012-00587 ORDER OF COURT AND NOW, this 18th day of December, 2013, the Court having found that sufficient cause has been shown by the Petitioner, and in consideration that this Court appointed Mark F. Bayley, Esquire, as limited guardian ad litem of the estate of Tammy Lynn Raney for the purpose of reviewing the accounting and the proposed distribution of the Estate of Luanne M. Preece, and further that Mr. Bayley found the proposed accounting and distrubution to be fair to all of the parties and heirs, this Court hereby orders the estate to be distributed in kind as outlined in i the proposed accounting and distrubution of the Estate of Luanne M. Preece. It is further ordered that the notice required attendant to the filing of the audit shall not be necessary as the guardian i ad litem, Mr. Bayley, has already been notified of the intent to file that audit . By the Court, Christy ee L. Peck, J. ._ C. c x Bret P. Shaffer, Esquire o m rn For the Petitioner ® � ° (7) C mS � Z Mark F. Bayley, Esquire Limited Guardian Ad Litem for Tammy Lynn Raney ?> M T Ronnie G. Raney A TRUE COPY FROM RECORD 1335 County Road In Testimony wherof, I hereunto ° C C.1)1175 East set my hand and the seal r Carmi, Illinois 62821 of said Court at Carlisle. PA CZ) U' This 2-"day of 1 ' 20J-j -- nM EI �M f ':a a t 11 Clerk of the Orp . s Cour IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION w C. m M IN RE: ESTATE OF LUANNE M. PREECE : No. 20I2-00587 y, zm ry r7r� ORDER OF COURT c') c T3 :B "ZIE ' AND NOW,this?n��day of J`� �j , 2013,$etitioners u&�' appoint a limited guardian ad litem to Tammy Lynn Raney to review the accounting and proposed distribution of the Estate of Luanne M. Preece is hereby GRANTED, and the following Order is entered to both the above-captioned case and to the Guardianship of Tammy Lynn Raney,No. 21-13-0213: 1. Mark F, Bayley, Esquire, is appointed limited guardian ad]item of the estate of Tammy Lynn Raney for the purpose of reviewing the accounting and proposed distribution of the Estate of Luanne M. Preece; r 2, Mark F. Bayley shall be permitted to bill the Raney Family Special Needs Trust at a reasonable hourly rate for his service as limited guardian ad]item of the estate �y of Tammy Lynn Raney; fi �°"3m;c A hearing on this matter is scheduled for the/8d day of ' 30 K o M i n y, l s ,2013,at 9."3/, a.ml t-in Courtroom S' at � m o which time the parties shall provide the Court with an accounting and proposed a, a � CL e m distribution for its approval. m ' o BY THE COURT IQ- hr},tyl Peck, J. Bret P.Shaffer, Esq.of Baric Scherer LLC; Hon. C Mark F. Bayley,Esq. of Bayley&Mangan; Ronnie G.Raney, 1335 County Road, 1175 East,Canni,Illinois 62821 p'Y� CcLKQinBCdl`t F s . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: rn TAMMY LYNN RANEY, No. 21-13-0213 . ° M c7 an adjudicated incapacitated person : m c 2? � > ry r ORDER OF COURT AND NOW,this-�)fYf day of 1!sZ n �,�a�✓ 2013, IRt&ndrs'equest 1o; appoint a limited guardian ad litem to Tammy Lynn Raney to review the aceountingi ;r proposed distribution of the Estate of Luanne M. Preece is hereby GRANTED, and the following Order is entered to both the above-captioned case and to the Estate of Luanne M. Preece,No. 2012-00587: 1. Mark F. Bayley,Esquire, is appointed limited guardian ad litem of the estate of Tammy Lynn Raney for the purpose of reviewing the accounting and proposed distribution of the Estate of Luanne M. Preece; 2. Mark F. Bayley shall be permitted to bill the Raney Family Special Needs Trust at a reasonable hourly rate for his service as limited guardian ad litem of the estate of Tammy Lynn Raney; 3. *k hearing on this matter is scheduled for theme day of , 2013, at ` - . a.rntf�w. in Courtroom 5 , at m nk, � {) g jF4 Jvhich time the parties shall provide the Court with an accounting and proposed n_ istribution for its approval. a 40 rn BY THE COURT ( Hon. Chrfstylee L. Peck, J. ret P.Shaffer, Esq.of Baric Scherer LLC; Mark F. Bayley,Esq.of Bayley&Mangan; Ronnie G. Raney, 1335 County Road, 1175 East,Carmi,Illinois 62821 dp f O'er gp�,.rtliCLf/i r s IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA \fl ORPHANS' COURT DIVISION IN RE: TAMMY LYNN RANEY, No. 21-13-0213 an adjudicated incapacitated person rn M C) �" c ORDER OF COURT m 7 n cn � AND NOW,thisRh day of .; 2013, upon rgy@vof PaitionlrJ11 Petition for Appointment of Succeeding Guardians Pursuant to 20 Pa.C.�A§ 5514, t is I r, ca ORDERED: 1. Melissa A. Dixon and Jason M. Dixon are made successor guardians to Luanne M. Preece and for Tammy Lynn Raney, with those same powers of a Limited Guardian as Luanne M. Preece, specifically the power (a) To handle the general care and maintenance and retain physical custody of Tammy Lynn Raney. (b) To designate the residence of Tammy Lynn Raney. (c) To supervise and secure appropriate training, educational,medical and psychological services and social and vocational opportunities. (d) To determine and secure, when necessary at the discretion of the Guardian, appropriate medical care and treatment and to execute any necessary consents or authorizations required therefore. (e) To determine and provide,when appropriate, at the discretion of the Guardian any consents or approvals needed by Tammy Lynn Raney. (f) To handle all financial matters involving Tammy Lynn Raney; 2. The Court authorizes Petitioners to be compensated$200.00 per month for their care Of Tammy Lynn Raney, in addition to their reimbursement of expenses incurred, and which will be paid primarily out of any monthly remainder of Social Security payments to Tammy Lynn Raney, and secondarily out of any trust established now or in the future for the benefit of Tammy Lynn Raney; 3. The Successor Guardian(s) file annual guardianship reports as guardians of the person and estate. BY THE COURT, J. A TRUE COPY FROM RECORD In Testimony wherof, I hereunto set my hand and the seal of said Court at Carlisle, P'A''' M�day of ° p L� I Clerk of the Orphans Court Cumberland County I ai, a�a_5a� IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-12-0587 FIRST AND FINAL ACCOUNT OF MELISSA A. DIXON, ADMINSTRATOR FOR THE ESTATE OF LUANNE M. PREECE LATE OF CUMBERLAND COUNTY Date of Death: April 16, 2012 Date of Incapacity: None m m c> Date of Administrator's Appointment: May 24, 2012 s in o rn -j Advertising Grant of Letters: o 0 -o The Sentinel: July 14, 21 & 28, 2012 ° o ° Cumberland Law Journal: July 27, August 3 & 10, 2012 in CrA o w? Accounting Period: April 16, 2012 to December 6, 2013 Purpose of Account: To familiarize interested parties with the transactions that have occurred during administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Bret P. Shaffer, Esquire, 19 West South Street Carlisle, PA 17013 (717) 249-6873 1 SUMMARY OF ACCOUNT PAGE PRINCIPAL Receipts 3 $31,272.52 Less Disbursements Debts of Decedent 4 $1,874.02 Funeral Expenses 4 $2,770.18 Administration Expenses 4 $872.07 Inheritance Tax 4 $1,377.25 Family Exemption 4 $3,500.00 Fees and Commissions 4 $14,500.00 -24,893.52 Balance before Distributions 5 $6,379.00 Distribution to Beneficiaries Principal Balance on Hand 5 $6,379.00 INCOME $0.00 COMBINED BALANCE ON HAND $6,379.00 PROPOSED DISTRIBUTIONS TO BENEFICIARIES 5 AUDIT NOTICE 6 VERIFICATION 7 2 PRINCIPAL RECEIPTS Assets Listed in Inventory (Valued as of Date of Death) Real Estate 1. Residence, 105 Park Place, Camp Hill, PA 17011 $121,900.00 Value -$93,493.89 Members Is' Mortgage -$11,253.33 Members I"Home Equity Loan $17,152.78 Equity $17,152.78 Personal Property 1. Vehicle, 2005 Honda Accord VIN #2HGES26835H513188$5,000.00 2. Misc. Personal Property $1,047.00 Bank Accounts 1. Members I"Checking Account#276141 $1,043.14 2. Members ls` Savings Account#276141 $2,519.11 Subsequent Receipts 1. Highmark Health Insurance Refund $105.40 2. Erie Insurance Premium Refund $37.00 3. PageOne Financial Refund (Polaris Annuities) $316.10 4. PageOne Financial Refund #2 (Polaris Annuities) $12.79 5. Chase Card Refund $38.13 6. Erie Insurance Claim $1,672.07 7. 2011 Tax Refund $1,558.00 8. 2012 Tax Refund $771.00 TOTAL PRINCIPAL RECEIPTS $31,272.52* *Does not include value of The Raney Family Special Needs Trust, the funds of which were unavailable to the Decedent because the Trust beneficiary survived the Decedent. 3 DISBURSEMENTS OF PRINCIPAL Debts of Decedent 1. Hershey Medical Center-Medical Bill $25.00 2. Hershey Medical Center-Medical Bill $50.00 3. Hershey Medical Center-Medical Bill $111.00 4. Holy Spirit Hospital-Medical Bill $25.00 5. South Central EMS-Medical Transport $1,408.75 6. Kohl's Credit Card#052-7933-766 $3.26 7. Kwik Fill #64145770 $34.76 8. Erie Insurance (Auto) #Q102604843 $195.25 9. 2011 Local Taxes $21.00 Total: $1,874.02 Funeral Expenses 1. Cocklin Funeral Home, Inc. $2,770.18 Administrative Expenses 1. Probate Fees $336.50 2. Tax Return Preparer Fees (2011 and 2012) $210.00 3. Inheritance Tax Filing $15.00 4. Legal Advertising-Cumberland Law Journal $75.00 5. Legal Advertising-Sentinel $157.68 6. Certified Mail for 2011 Taxes $17.85 7. Property Removal from Apartment $60.04 Total: $872.07 Pennsylvania Inheritance Tax $1,377.25 Family Exemption 1. Tammy Lynn Raney $3,500.00 Fees and Commissions 1. Melissa A. Dixon, Administrator's Compensation $7,000.00 2. Baric Scherer LLC, legal and tax preparation fees $7,500.00 $14,500.00 TOTAL DISBURSEMENTS OF PRINCIPAL $24,893.52 4 BALANCE BEFORE DISTRIBUTIONS Total Principal Receipts $31,272.52 Total Disbursements of Principal -$24,893.52 BALANCE BEFORE DISTRIBUTIONS $6,379.00 x 1/2 INTESTATE SHARE OF EACH BENEFICIARY $3,189.50 PROPOSED DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES TO: Melissa A. Dixon Residence, 105 Park Place, Camp Hill, PA 17011 $17,152.78 2005 Honda Accord VIN #2HGES26835H513188 $5,000.00 1/2 of Misc. Personal Property $523.50 $22,676.28 $22,676.28 Melissa A. Dixon, Administrator's Compensation* ($7,000.00) Baric Scherer LLC, legal and tax preparation fees* ($7,500.00) Cash payment to Tammy Lynn Raney* ($4,986.78) $19,486.78 ($19,486.78) $3,189.50 TO: Tammy Lynn Raney 1/2 of Misc. Personal Property $523.50 Cash $2,666.00 $3,189.50 *In order to effect a distribution in kind to Melissa A. Dixon, comprised of the residence and vehicle of the Decedent, Melissa A. Dixon(1) shall not be paid the Administrator's Compensation from the Estate; (2) shall assume the legal and tax preparation fees on behalf of the Estate; and (3) shall make a cash payment to Tammy Lynn Raney of$4,986.78. Respectfully submitted, BARIC SCHERER LLC Bret P. Shaffer, Esquire I.D. #309180 19 West South Street Carlisle, PA 17013 (717) 249-6873 5 AUDIT NOTICE Please be advised that the First and Final Account and Proposed Distribution of Melissa A. Dixon, Administrator of the Estate of Luanne M. Preece, deceased, has been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, and will be called for audit before the Honorable Judges of said Court on the day of 20, at a.m./p.m. in Courtroom Number , of the Cumberland County Courthouse, Carlisle, Pennsylvania. The Court will be asked to approve the account as stated and to make awards in accordance with the proposed distribution schedule. A copy of the Account is enclosed. It is not necessary that you appear at the audit. However, if you have any objection to any items in the Account(or if you disagree with the position the accountant has taken on any claim), you must do so in writing to the Clerk of the Orphans' Court and in a form consistent with the Supreme Court and Local Orphan's Court Rules before 9:00 a.m. on the date listed above. In the event you do wish to object, it is also advisable that you appear at the time and place stated above in person; otherwise, the Court will assume you have no objection and may approve the account as stated. If you have any questions regarding the contents of this letter, the Account of the Administrator of the Estate of Luanne M. Preece, please contact the undersigned. Bret P. Shaffer, Esquire Baric Scherer LLC 19 West South Street Carlisle, PA 17013 (717) 249-6873 6 VERIFICATION Melissa A. Dixon, Administrator of the Estate of Luanne M. Preece, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her 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 her knowledge, there are no claims outstanding against the estate; that all income taxes presently due from the Estate have been paid, and that all inheritance tax has been paid; and that the grant of Letters Administration and first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to the penalties of 18 Pa.C.S.A. section 4904 relating to unworn falsification to authorities. Date: VL1 L Melissa A. ix 7 IN RE: IN THE COURT OF COMMON PLEAS OF An Incapacitated Person ORPHANS'N PENNSYLVANIA COURT / NO. 21-13-213 IN RE: IN THE COURT OF COMMON PLEAS OF ESTATE OF LUANNE M. PREECE CUMBERLAND. COUNTY, PENNSYLVANIA ORPHANS ' COURT DIVISION NO. 2012-00587 ORDER OF COURT r' AND NOW, this 18th day of December, 2013, the Court having found that sufficient cause has been shown by the Petitioner, and in consideration that this Court appointed Mark F. Bayley, Esquire, as limited guardian ad litem of the estate of Tammy Lynn Raney for the purpose of reviewing the accounting and the proposed distribution of the Estate of Luanne M. Preece, and i further that Mr. Bayley found the proposed accounting and distrubution to be fair to all of the parties and heirs, this Court hereby orders the estate to be distributed in kind as outlined in the proposed accounting and distrubution of the Estate of Luanne M. Preece . It is further ordered that the notice required attendant to the filing of the audit shall not be necessary as the guardian ad litem, Mr. Bayley, has already been notified of the intent to file that audit. By the Court, �ff ck Christy ee L. Peck, n M rn Bret P. Shaffer, Esquire o �� crn> Q For the Petitioner m om', tom, (p myc> ._, o Mark F. Bayley, Esquire r- 2n rn w r o Limited Guardian Ad Litem for Tammy Lynn Raney Ronnie G. Raney A TRUE COPY FROM RECORD , c Zr ' 1335 County Road In Testimony wherof, I hereunto .D c — " .i C.1) rn r- 1175 East set my hand and the seat a = ry o Carmi, Illinois 62821 of said Court at Carlisle, PA r o _9 t°r This 2-G""day of I. 'C_ 20J ? -' pno. F 0 En Clerk of the Orp s Cour C.,rnhoAn Cnnnt•.,