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Home My WebLink About01-16-15 GUARDIANSHIP OF MINOR COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANJ.4 o ORPHANS' COURT DIVISION o v' M � C— �-' Q r7l n i s i"1 07 ESTATE OF Brandon V. Liddick r: ; , A V1Np1Q c� ,r ACCOUNT OF Betsy J. Suggs GU DIA- No. 21-11-799 N � 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 Guardian of the Estate of a minor or late minor. If space is insufficient, riders may be attached. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel:Neil W. Yahn Supreme Court I.D.No.. 82278 Name of Law Firm: JSDC LAW OFFICES Address: 134 Sipe Avenue Hummelstown,PA 17036 Telephone: (717) 533-3280 Fax: (717) 533-7771 Foran oc-04 rev. 10.13.06 Page 1 of 5 Estate of Brandon V. Liddick , A Minor 1. Name(s) and address(es) of Petitioner(s): Petitioner: Petitioner: Name. Betsy J. Suggs Address. 5 Fortuna Lane Enola, PA 17025 2. Date of Appointment as Guardian: July 26, 2011 Attach copy(ies) of Decree(s). 3. A. Explain the reason for filing this Account (if minor has come of age, state date minor attained majority). Provide accounting for guardianship of minor B. Have prior accountings been filed? . . . . . . . . . . . . . . . . . . . . . . . . . . . F71 Yes 0 No If yes, state accounting periods and dates of adjudication. Accounting period June 15, 2011 through June 30, 2013 4. Describe in detail any questions requiring adjudication and state the position of the .Petitioner(s) as to each question: Form OC-04 rev.10.13.06 Page 2 of 5 Estate of Brandon V. Liddick , A Minor 5. 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 6 below. In addition,notice of any questions requiring adjudication as discussed in item 4 above 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 such party in interest 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. 6. List all parties of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate, including the minor or late minor's heirs at law. This list shall: A. State each party's relationship to the minor or late minor and the nature of each party's interest(s): Name and Address of Each Party in Interest I Relationship and Comments,ifdny I Interest Form OC-04 rev.10.13.06 Page 3 of 5 Estate of Brandon V. Liddick , A Minor 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. 7. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes ®No 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) Amount/Proportion B. Principal: Proposed Distributee(s) Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): Name of Petitioner: Betsy J. Suggs Name of Petitioner: Form OC-04 rev. 10.13.06 Page 4 of 5 Estate of Brandon V. Liddick , A Minor Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that helshe she is title Guardian of the above-named name of corporation Barndon V. Liddick 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). Signatur of P titione *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. Signa a of ounsel for Petitioner Form OC-04 rev.10.13.06 Page 5 of 5 r BETSY J. SUGGS, IN THE COURT OF COMMON PLEAS Plaintiff CUMBERLAND COUNTY,PENNSYLVANIA. V. NO.2011-5749 CONNIE L.ROYER, _ ROBERT P.ROYER, and KATHY JEAN IRVIN, CIVIL ACTION-LAW Defendants IN CUSTODY ORDER OF COURT AND NOW,this day of 2011,upon presentation of the within Custody Stipulation and Agreement,it is hereby.ORDERED and DECREED that the attached Stipulation be made an Order of Court. By the Court, r . , J. Distribution: Christine Taylor Brann,Esquire,P.O.Box 650,Hershey,PA 17033;Attorney for Plaintiff Robert P.Royer and Connie L.Royer,922 Willcliff Drive,Mechanicsburg,PA 17050;Defendants Kathy Jean Irvin,217 Belle Vista Drive,Marysville,PA 17053;Defendant TRUE COPY FROM RECORD In Testimony whereof, This I here unto my hWW and the sea of Said rt at cadisle,P �N,_� � .20 Mary► BETSY J. SUGGS, IN THE COURT OF COMMON PLEAS Plaintiff CUMBERLAND COUNTY,PENNSYLVANIA V. NO.2011-5749 rn m GO,) M =rn M — CONNIE L.ROYER, Z::;o -0 cz, ROBERT P.ROYER, and C:) KATHY JEAN IRVIN, CIVIL ACTION-LAW =-n C-) C3-1 Defendants IN CUSTODY =�>4CD CUSTODY STIPULATION AND AGREEMENT AND NOW,this,-! day of August,2011,the Plaintiff,Betsy J. Suggs, (hereinafter referred to as"Maternal Aunt"),and the Defendants, Connie L Royer,Robert P.Royer, (hereinafter referred to as"Maternal Grandparents"), and Kathy Jean Irvin, (hereinafter referred to as"Paternal Aunt");having reached.an agreement regarding custody and the best interest and welfare of the minor child,it is hereby ORDERED and DECREED as follows: WHEREAS,Plaintiff,Betsy J. Suggs,is the Maternal Aunt of the minor child; Defendants, Connie L. Royer and Robert P.Royer are the Maternal Grandparents and Defendant, Kathy Jean Irvin,is the Paternal Aunt of the minor child,namely,Brandon V. Liddick,born November 6,2003, (hereinafter referred to as"child");and WHEREAS,the child's natural mother,Wendy K.Royer,and the child's natural father, Robert A. Liddick,both died on June 15,2011; and WHEREAS,pursuant to this Court's Order dated July 26,2011,Maternal Aunt was appointed Guardian of the Person and of the Estate of the Minor Child; and WHEREAS,the parties have reached an agreement as to the best interest and welfare of the child, the terms of which agreement they desire to set forth in the present Custody Stipulation and Agreement; and n WHEREAS,the parties desire the provisions of the present Custody Stipulation and Agreement be approved by your Honorable Court and entered as a Court Order with the same force and effect as though said Order had been entered after Petition,notice and hearing. NOW, THEREFORE,the parties mutually agree as follows: 1. Legal Custody. Maternal Aunt shall have sole legal custody of Brandon V. Liddick,born November.6,2003. The parties agree that major decisions concerning the child, including,but not necessarily limited to,the child's health,welfare, education,religious training and upbringing shall be made by Maternal Aunt,with a view toward obtaining and following a harmonious policy in the child's best interest. Maternal Aunt agrees not to attempt to alienate the affection of the child from the other parties. Day to day decisions and any emergency decisions shall be the responsibility of the Maternal Aunt, as well as any enrollment or termination in a particular school or school program, advancing or holding the child back in school,authorizing enrollment in college,authorizing the child's driver's license or purchase of an automobile, authorizing employment, authorizing the child's marriage or enlistment in the armed forces,authorizing foreign travel,passport application or exchange student status. The parties agree that Maternal Aunt is awarded sole legal custody in order to afford her the role as if she were the natural parent'. 2. Physical Custody: Maternal Aunt shall be awarded sole physical custody of the child. 3. Family Relationships: The parties acknowledge the minor child has formed a positive bond with Paternal Aunt and Maternal Grandparents,as well as other relatives. Maternal " Aunt agrees not to attempt to alienate the affections of the child from the other.parties and other relatives and will make a special conscious effort not to do so. Each of the parties and any third 2 f a • • • - - party in the presence of the child shall take all measures deemed advisable to foster feelings or affection between the child and the child's grandparents and other relatives. The parties shall not do,or say,nor shall either party permit any third person to do or say,anything which may estrange the child from the other parry,their relatives or injure the child's opinion of the child's grandparents or which may hamper the free and natural development of the child's love and respect for his relatives. Maternal Aunt agrees to consult with any counselor or therapist for the child in order to appropriately communicate with the child regarding the death of the child's natural parents. Maternal Aunt shall support the child's'access to all family relationships. Special family events such as weddings,family reunions,family gatherings, funerals,graduations,etc. are encouraged to be accommodated by Maternal Aunt. 4. Modification of f Agreement: The parties are free to modify the terms of this Agreement,but in order to do se,all parties must be in complete agreement to any new terms. All agreements to modify must be planed in,writing and executed by all parties to be effective. 5. Legal Representation: Maternal Aunt has been represented by John J.Connelly, Jr.,Esquire,Christine Taylor Brann,Esquire,and the law firm of James, Smith,Dietterick& Connelly, LLP. Maternal Grandparents and Paternal Aunt have been advised of their right to have representation by counsel of their choice and have been afforded the opportunity to obtain their own counsel,but have elected to proceed,pro se. 6. Incorporation into Order: The parties agree that this Stipulation and Agreement shall be incorporated into an Order of Court which will be binding upon the parties as if issued,after a full.hearing on the merits. 3 IN WITNESS WHEREOF,the parties have duly executed the Custody Stipulation and Agreement the day and year first above written. WITNESS: &Se Taylo ann, squire etsy J. Su Maternal Aunt Attorney for Nfafernal Aunt TrR4ES SConnie L.Royer,Mat dparent Robert P.Royer,Maternal Grandparent WITNESS Kathy Jean Paternal Aunt 4 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-11-799 Brandon V. Liddick Minor Interim Account '0 ca Betsy J. Suggs, Guardian ; ;, yl Date of Incapacity, if any: None n cn Date of Guardian's First Receipt of Funds: 06/15/2011 Accounting for the period: 07/01/2013 to 06/30/2014 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& Connelly, LLP 134 Sipe Avenue Hummelstown, PA 17036 717/533-3280 Supreme Court I.D. No. 82278 SUMMARY OF ACCOUNT Brandon V. Liddick Minor For the peroad of July 1, 2013 through June 302014 PAGES PRINCIPAL Receipts: This Account 3 16,224.65 Net Gain (or Loss)on Sales 0.00 or Other Dispositions 16,224.65 Less Disbursements: General Disbursements 0.00 Fees 0.00 0.00 Balance Before Distributions 16,224.65 Transfer to(from) Principal 0.00 Distributions to Beneficiaries 4 18,516.53 Principal Balance on Hand 5 -2,291.88 For Information: Investments Made Changes in Holdings INQOME Receipts This Account 6 1,567.81 Net Gain (or Loss)on Sales 0.00 or Other Dispositions 1,567.81 Less Disbursements 0.00 Balance Before Distributions 1,567.81 Transfer to (from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand 7 1,567.81 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 8 -724.07 Signature 9 Verification 10 SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash 07/10/2013 Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick 08/14/2013 Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick 09/11/2013 Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick 10/09/2013 Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick 11/1312013 Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick 12/11/2013 Social Security -benefits received by Betsy Suggs as 1,342.00 representative payee for Brandon Liddick 01/08/2014 Social Security -benefits received by Betsy Suggs as 1,362.00 representative payee for Brandon Liddick 02/12/2014 Social Security -benefits received by Betsy Suggs as 1,362.00 representative payee for Brandon Liddick 03/13/2014 Social Security -benefits received by Betsy Suggs as 1,362.00 representative payee for Brandon Liddick 04/09/2014 Social Security -benefits received by Betsy Suggs as 1,362.00 representative payee for Brandon Liddick 05/14/2014 Social Security -benefits received by Betsy Suggs as 1,362.00 representative payee for Brandon Liddick 06/11/2014 Social Security -benefits received by Betsy Suggs as 1,362.00 representative payee for Brandon Liddick Total Cash 16,224.00 Total Receipts 16,224.00 Subsequent Principal Receipts 07/31/2013 Members 1st Savings Account#425839-0011 - 0.05 Deposit swipe 5 rebate 08/31/2013 Members 1st Savings Account#425839-0011 - 0.10 Deposit swipe 5 rebate 09/30/2013 Members 1st Savings Account#425839-0011 - 0.10 Deposit swipe 5 rebate - 3 - SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value 10/31/2013 Members 1st Savings Account#425839-0011 - 0.05 Deposit swipe 5 rebate 11/30/2013 Members 1st Savings Account#425839-0011 - 0.10 Deposit swipe 5 rebate 12/31/2013 Members 1st Savings Account#425839-0011 - 0.05 Deposit swipe 5 rebate 03/31/2014 Members 1st Savings Account#425839-0011 - 0.05 Deposit swipe 5 rebate 04/30/2014 Members 1st Savings Account#425839-0011 - 0.05 Deposit swipe 5 rebate 05/31/2014 Members 1st Savings Account#425839-0011 - 0.10 Deposit swipe 5 rebate Total Subsequent Principal Receipts 0.65 Total Adjustments and Subsequent Receipts 0.65 Total Receipts of Principal 16,224.65 - 4 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL 07/05/2013 Betsy Suggs-disbursement of social security 42.46 benefits received on behalf of Brandon for monthly expenses 07/07/2013 Betsy Suggs-disbursement of social security 140.00 benefits received on behalf of Brandon for monthly expenses 07/14/2013 Betsy Suggs -disbursement of social security 49.49 benefits received on behalf of Brandon for monthly expenses 07/15/2013 Connie Royer-child care services 300.00 07/20/2013 Betsy Suggs-disbursement of social security 34.60 benefits received on behalf of Brandon for monthly expenses 07/21/2013 Betsy Suggs-disbursement of social security 98.31 benefits received on behalf of Brandon for monthly expenses 07/25/2013 Betsy Suggs-disbursement of social security 202.00 benefits received on behalf of Brandon for monthly expenses 07/26/2013 Betsy Suggs-disbursement of social security 27.07 benefits received on behalf of Brandon for monthly expenses 07/31/2013 Betsy Suggs -disbursement of social security 600.00 benefits received on behalf of Brandon for monthly expenses 08/04/2013 Betsy Suggs -disbursement of social security 15.78 benefits received on behalf of Brandon for monthly expenses 08/07/2013 Betsy Suggs-disbursement of social security 26.50 benefits received on behalf of Brandon for monthly expenses 08/12/2013 Betsy Suggs-disbursement of social security 18.45 benefits received on behalf of Brandon for monthly expenses 08/15/2013 Connie Royer-child care services 300.00 08/17/2013 Betsy Suggs-disbursement of social security 49.99 benefits received on behalf of Brandon for monthly expenses - 4 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 08/17/2013 Betsy Suggs-disbursement of social security 90.07 benefits received on behalf of Brandon for monthly expenses 08/21/2013 Betsy Suggs-disbursement of social security 36.97 benefits received on behalf of Brandon for monthly expenses 08/25/2013 Betsy Suggs-disbursement of social security 28.84 benefits received on behalf of Brandon for monthly expenses 08/29/2013 Betsy Suggs-disbursement of social security 48.45 benefits received on behalf of Brandon for monthly expenses 08/31/2013 Betsy Suggs-disbursement of social security 169.12 benefits received on behalf of Brandon for monthly expenses 09/07/2013 Betsy Suggs-disbursement of social security 137.31 benefits received on behalf of Brandon for monthly expenses 09/08/2013 Betsy Suggs -disbursement of social security 43.10 benefits received on behalf of Brandon for monthly expenses 09/15/2013 Betsy Suggs-disbursement of social security 120.10 benefits received on behalf of Brandon for monthly expenses 09/15/2013 Connie Royer-child care services 300.00 09/22/2013 Betsy Suggs-disbursement of social security 44.15 benefits received on behalf of Brandon for monthly expenses 09/22/2013 Betsy Suggs-disbursement of social security 230.33 benefits received on behalf of Brandon for monthly expenses 09/29/2013 Betsy Suggs-disbursement of social security 120.99 benefits received on behalf of Brandon for monthly expenses 10/05/2013 Betsy Suggs-disbursement of social security 40.78 benefits received on behalf of Brandon for monthly expenses 10/06/2013 Betsy Suggs-disbursement of social security 40.03 benefits received on behalf of Brandon for monthly expenses - 5 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 10/12/2013 Betsy Suggs-disbursement of social security 65.93 benefits received on behalf of Brandon for monthly expenses 10/13/2013 Betsy Suggs-disbursement of social security 38.70 benefits received on behalf of Brandon for monthly expenses 10/15/2013 Connie Royer-child care services 300.00 10/18/2013 Betsy Suggs-disbursement of social security 387.44 benefits received on behalf of Brandon for monthly expenses 10/20/2013 Betsy Suggs-disbursement of social security 30.81 benefits received on behalf of Brandon for monthly expenses 11/0172013 Betsy Suggs-disbursement of social security 278.47 benefits received on behalf of Brandon for monthly expenses 11/02/2013 Betsy Suggs-disbursement of social security 78.96 benefits received on behalf of Brandon for monthly expenses 11/09/2013 Betsy Suggs-disbursement of social security 77.32 benefits received on behalf of Brandon for monthly expenses 11/10/2013 Betsy Suggs-disbursement of social security 51.96 benefits received on behalf of Brandon for monthly expenses 11/15/2013 Betsy Suggs-disbursement of social security 36.30 benefits received on behalf of Brandon for monthly expenses 11/15/2013 Betsy Suggs-disbursement of social security 82.23 benefits received on behalf of Brandon for monthly expenses 11/15/2013 Connie Royer-child care services 300.00 11/17/2013 Betsy Suggs-disbursement of social security 20.88 benefits received on behalf of Brandon for monthly expenses 11/23/2013 Betsy Suggs-disbursement of social security 129.57 benefits received on behalf of Brandon for monthly expenses - 6 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 11/26/2013 Betsy Suggs-disbursement of social security 38.81 benefits received on behalf of Brandon for monthly expenses 11/28/2013 Betsy Suggs-disbursement of social security 114.48 benefits received on behalf of Brandon for monthly expenses 12/01/2013 Betsy Suggs-disbursement of social security 205.28 benefits received on behalf of Brandon for monthly expenses 12/08/2013 Betsy Suggs-disbursement of social security 88.15 benefits received on behalf of Brandon for monthly expenses 12/08/2013 Betsy Suggs-disbursement of social security 31.12 benefits received on behalf of Brandon for monthly expenses 12/14/2013 Betsy Suggs-disbursement of social security 25.97 benefits received on behalf of Brandon for monthly expenses 12/15/2013 Betsy Suggs-disbursement of social security 99.90 benefits received on behalf of Brandon for monthly expenses 12/15/2013 Betsy Suggs-disbursement of social security 208.48 benefits received on behalf of Brandon for monthly expenses 12/15/2013 Connie Royer-child care services 300.00 12/22/2013 Betsy Suggs-disbursement of social security 35.55 benefits received on behalf of Brandon for monthly expenses 12/26/2013 Betsy Suggs-disbursement of social security 89.64 benefits received on behalf of Brandon for monthly expenses 12/28/2013 Betsy Suggs-disbursement of social security 31.62 benefits received on behalf of Brandon for monthly expenses 12/29/2013 Betsy Suggs-disbursement of social security 110.05 benefits received on behalf of Brandon for monthly expenses 01/02/2014 Betsy Suggs-disbursement of social security 31.81 benefits received on behalf of Brandon for monthly expenses - 7 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 01/11/2014 Betsy Suggs-disbursement of social security 203.72 benefits received on behalf of Brandon for monthly expenses 01/15/2014 Connie Royer-child care services 300.00 01/18/2014 Betsy Suggs-disbursement of social security 99.64 benefits received on behalf of Brandon for monthly expenses 01/19/2014 Betsy Suggs-disbursement of social security 40.25 benefits received on behalf of Brandon for monthly expenses 01/25/2014 Betsy Suggs-disbursement of social security 188.93 benefits received on behalf of Brandon for monthly expenses 02/01/2014 Betsy Suggs -disbursement of social security 60.02 benefits received on behalf of Brandon for monthly expenses 02/08/2014 Betsy Suggs-disbursement of social security 102.94 benefits received on behalf of Brandon for monthly expenses 02/15/2014 Betsy Suggs-disbursement of social security 142.32 benefits received on behalf of Brandon for monthly expenses 02/15/2014 Connie Royer-child care services 300.00 02/16/2014 Betsy Suggs-disbursement of social security 53.50 benefits received on behalf of Brandon for monthly expenses 02/22/2014 Betsy Suggs-disbursement of social security 185.31 benefits received on behalf of Brandon for monthly expenses 03/02/2014 Betsy Suggs-disbursement of social security 112.70 benefits received on behalf of Brandon for monthly expenses 03/09/2014 Betsy Suggs-disbursement of social security 612.00 benefits received on behalf of Brandon for monthly expenses 03/13/2014 Betsy Suggs-disbursement of social security 42.25 benefits received on behalf of Brandon for monthly expenses - 8 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 03/15/2014 Betsy Suggs-disbursement of social security 137.98 benefits received on behalf of Brandon for monthly expenses 03/15/2014 Connie Royer-child care services 300.00 03/22/2014 Betsy Suggs-disbursement of social security 45.47 benefits received on behalf of Brandon for monthly expenses 03/23/2014 Betsy Suggs-disbursement of social security 92.29 benefits received on behalf of Brandon for monthly expenses 03/29/2014 Betsy Suggs-disbursement of social security 40.46 benefits received on behalf of Brandon for monthly expenses 03/29/2014 Betsy Suggs-disbursement of social security 135.28 benefits received on behalf of Brandon for monthly expenses 04/04/2014 Betsy Suggs-disbursement of social security .37.71 benefits received on behalf of Brandon for monthly expenses 04/05/2014 Betsy Suggs-disbursement of social security 214.96 benefits received on behalf of Brandon for monthly expenses 04/10/2014 Betsy Suggs-disbursement of social security 47.06 benefits received on behalf of Brandon for monthly expenses 04/11/2014 Betsy Suggs-disbursement of social security 203.81 benefits received on behalf of Brandon for monthly expenses 04/15/2014 Connie Royer-child care services 300.00 04/17/2014 Betsy Suggs-disbursement of social security 38.42 benefits received on behalf of Brandon for monthly expenses 04/26/2014 Betsy Suggs -disbursement of social security 219.38 benefits received on behalf of Brandon for monthly expenses 05/01/2014 Betsy Suggs-disbursement of social security 600.00 benefits received on behalf of Brandon for monthly expenses - 9 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 05/03/2014 Betsy Suggs -disbursement of social security 37.44 benefits received on behalf of Brandon for monthly expenses 05/04/2014 Betsy Suggs-disbursement of social security 68.97 benefits received on behalf of Brandon for monthly expenses 05/05/2014 Connie Royer-child care services 300.00 05/08/2014 Betsy Suggs-disbursement of social security 10.00 benefits received on behalf of Brandon for monthly expenses 05/12/2014 Betsy Suggs -disbursement of social security 44.55 benefits received on behalf of Brandon for monthly expenses 05/14/2014 Minium and Kearns Orthodonists 5,160.00 05/17/2014 Betsy Suggs-disbursement of social security 175.36 benefits received on behalf of Brandon for monthly expenses 05/25/2014 Betsy Suggs-disbursement of social security 91.25 benefits received on behalf of Brandon for monthly expenses 05/25/2014 Betsy Suggs-disbursement of social security 41.22 benefits received on behalf of Brandon for monthly expenses 05/30/2014 Betsy Suggs-disbursement of social security 234.87 benefits received on behalf of Brandon for monthly expenses 06/07/2014 Betsy Suggs-disbursement of social security 130.46 benefits received on behalf of Brandon for monthly expenses 06/08/2014 Betsy Suggs-disbursement of social security 53.41 benefits received on behalf of Brandon for monthly expenses 06/13/2014 Betsy Suggs-disbursement of social security 150.52 benefits received on behalf of Brandon for monthly expenses 06/15/2014 Connie Royer-child care services 300.00 06/18/2014 Betsy Suggs-disbursement of social security 48.22 benefits received on behalf of Brandon for monthly expenses - 10 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued 06/21/2014 Betsy Suggs-disbursement of social security 122.24 benefits received on behalf of Brandon for monthly expenses 06/28/2014 Betsy Suggs -disbursement of social security 47.30 benefits received on behalf of Brandon for monthly expenses 18,516.53 TOTAL DISTRIBUTIONS TO BENEFICIARIES 18,516.53 - 11 - SCHEDULE G RECEIPTS OF INCOME Dividend Americhoice Federal Credit Union Account#053 Premier Money Market 0018 07/31/2013 79.90 08/3112013 79.92 09/30/2013 77.37 10131/2013 79.98 11/30/2013 77.42 12/31/2013 80.03 01/31/2014 80.06 02/28/2014 72.34 03/31/2014 80.11 04/30/2014 67.83 05/31/2014 70.11 06/30/2014 67.87 912.94 Members 1st Federal Credit Union Account#442385 Money Management Share ID 0005 07/3112013 58.92 08/31/2013 58.93 09/30/2013 57.04 10/31/2013 58.96 11/3012013 57.07 12/31/2013 58.99 01/3112014 59.01 02/28/2014 44.42 03/31/2014 49.19 04/30/2014 47.62 05/3112014 49.21 06/30/2014 47.64 647.00 Members 1st Savings Account#425839-0000 07/31/2013 0.60 08/31/2013 0.51 09/30/2013 0.64 - s - SCHEDULE G RECEIPTS OF INCOME Continued 10/31/2013 0.81 11/30/2013 0.88 12/31/2013 0.95 01/31/2014 0.94 02/28/2014 0.58 03/31/2014 0.70 04/30/2014 0.67 05/31/2014 0.24 06/30/2014 0.24 7.76 Members 1st Savings Account#425839-0011 05131/2014 0.11 0.11 TOTAL DIVIDEND INCOME 1,567.81 TOTAL RECEIPTS OF INCOME 1,567.81 - 7 - COMBINED BALANCE ON HAND Current Value Fiduciary 06/30/2014 Acquisition #Units Description or as Noted Value sash Americhoice Federal#053 Share 0001 5.00 5.00 Americhoice Federal#053 Share 0018 236,667.45 236,667.45 Members 1st Checking#425839-0011 809.66 809.66 Members 1st Cred#442385 Sh ID 0000 5.00 5.00 Members 1st Cred#442385 Sh ID 0005 231,876.08 231,876.08 Members 1st savings#425839-0000 3,002.53 3,002.53 Total Cash 472,365.72 472,365.72 472,365.72 472,365.72 In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-11-799 Brandon V. Liddick Minor Signature VCLA� Betsy J. S ggs, Guardian - 9 - In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-11-799 Brandon V. Liddick Minor Verification Betsy J. Suggs, Guardian of the Brandon V. Liddick Minor, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Trust have been paid in full; that,to his/her knowledge,there are no claims now outstanding against the Trust; and that all taxes presently due from the Trust have been paid. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Dated: 0- f Betsy J. Suggs, u rdian - 10 -