HomeMy WebLinkAbout08-31-06COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA
ORPHANS' COURT DIVISION
N0.21-OS-0178
ESTATE OF CHARLES A. LANTZY DECEASED
ESTATE 21-OS-0178
LATE OF HAMPDEN TOWNSHIP
FIRST AND FINAL ACCOUNT OF J. ROBERT STAUFFER AND JOANNE
DONALDSON, CO-EXECUTORS UNDER LAST WILL AND TESTAMENT OF
CHARLES A. LANTZY, DECEASED
DATE OF DEATH: FEBRUARY 12, 2005
DATE OF EXECUTORS APPOINTMENT: FEBRUARY 22, 2005
DATE OF PUBLICATION OF ESTATE NOTICES:
CUMBERLAND LAW JOURNAL: MARCH 25, APRIL 1, 8, 2005
THE SENTINEL: MARCH 16, 23, 30, 2005
ACCOUNTING FOR THE PERIOD: FEBRUARY 12, 2005 TO AUGUST 8, 2006
PURPOSE OF ACCOUNT:
THE EXECUTORS OFFER THIS ACCOUNT TO ACQUAINT INTERESTED
PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING THEIR
ADMINISTRATION .
REQUESTED FOR ADDITIONAL INFORMATION OR QUESTIONS OR
OBJECTIONS CAN BE DISCUSSED WITH
JOHN M. EAKIN
MARKET SQUARE BUILDING c~ r
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MECHANICSBURG PA 17055 ~~ o y
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ESTATE OF CHARLES A. LANTZY
ACCOUNTING
FEBRUARY 12, 2005 THROUGH AUGUST 14, 2006
PRINCIPAL ACCOUNT PAGES
RECEIPTS 2 $1,805,364.28
DISBURSEMENTS 3 $167,267.20
DISTRIBUTION TO BENEFICIARIES 4 $601,500.00
TOTAL PRINCIPAL ACCOUNT $1,036,597.08
INCOME RECEIPTS 5 $23,726.39
BALANCE FOR DISTRIBUTION $1,060,323.47
ESTATE OF CHARLES A. LANTZY
ACCOUNTING
FEBRUARY 12, 2005 THROUGH AUGUST 14, 2006
PRINCIPAL RECEIPTS
REAL ESTATE
Three tracts of mountain land, Middle Paxton Twp, Dauphin Co. $130,000.00
78 Acre Middle Paxton Township $700,000.00
Total Real Estate Received $830,000.00
PERSONAL PROPERTY
PNC Bank Account # 50-7008-1793 $121,678.31
Country Meadows -Refund $4,225.17
Bankers Fidelity Life Insurance -Refund $734.49
Comcast Television -Refund $13.79
PP&L Corporation Account # 3047448650 $29,631.55
AXA Equitable Inc. Policy $5,347.85
PA Tax Free Income Class A $26,825.34
Indianapolis Life Annuity $307,056.16
Smith Barney $355,556.26
Prudential Financial Insurance Policy#110322 $11,450.09
Prorated Real Estate Tax, Middle Paxton Mountain Land $27.87
Prorated Real Estate Tax. Parkway Property $67.91
Total Personal Property Received $862,614.79
STOCKS
Prudential Financial Sale of 5487 shares of Common $32,366.43
EquiServe - Exelon Corp. Stock $76,962.90
EquiServe -AXA stock $3,420.16
Total Stock Received $112,749.49
TOTAL PRINCIPAL RECEIPTS $1.805,364.28
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ESTATE OF CHARLES A. LANTZY
ACCOUNTING
FEBRUARY 12, 2005 THROUGH AUGUST 14, 2006
DISTRIBUTION TO BENEFICIARIES
02/13/2006 Joanne Donaldson $25,000.00
02/17/2006 Helen Mellon $25,000.00
02/23/2006 Lois Lantry $10,000.00
03/02/2006 St. Michael's $25,000.00
03/06/2006 St. Bernard's Catholic Church $20,000.00
03/06/2006 St. Bernard's Cemetery $5,000.00
03/01/2006 Mt. ST. Marys Seminary $25,000.00
02/28/2006 St. Joseph Catholic Church (Harts Sleeping Place) $25,000.00
02/27/2006 Easter Seals $10,000.00
02/23!2006 Tri-County Association for the Blind $10,000.00
02/27/2006 Cambria County Historical Society $2,500.00
03/01/2006 Ruth Carpinello $25,000.00
03/02/2006 Prince of Peace of Northern Cambria $25,000.00
03/01/2006 Allyn McCombie $30,000.00
02/28/2006 Beth Reinhart $10,000.00
03/22/2006 Robert Dillon $25,000.00
03/22/2006 Villa Teresa $10,000.00
03/22/2006 Estate of Bernard Lantry $25,000.00
03/22/2006 Daniel Owens $10,000.00
03/22/2006 Lela Lantry $25,000.00
03/22/2006 Mark Owens $10,000.00
03/22/2006 Joni Bennett $10,000.00
03/22/2006 Paul Dillon $10,000.00
03/22/2006 Alan Dillon $10,000.00
03/22/2006 Denise Brice $10,000.00
03/22/2006 Julie Holloway $10,000.00
03/22/2006 Holy Spirit Hospital $25,000.00
03/22/2006 Oblate Fathers $10,000.00
03/22/2006 Claretian Fathers $10,000.00
03/22/2006 Servite Fathers $2,500.00
03/22/2006 Franciscan Fathers $2,500.00
03!22/2006 Covenant House $10,000.00
03/22/2006 Seidle Memorial Hospital $2,500.00
03/22/2006 Oratorian Fathers $4,000.00
03/22/2006 American Cancer Society $10,000.00
03/22/2006 St. Benedicts Cemetery $5,000.00
03/22/2006 St. Benedicts Cemetery - St Joseph Hart Sleeping $5,000.00
03/22/2006 Association of Marian Helpers $10,000.00
03/22/2006 St. Patricks Cathedral $15,000.00
03/22/2006 Our Lady of Blessed Sacrament $10,000.00
03/22/2006 St. Labre Indian School $2,500.00
03/22/2006 American Heart Association $10,000.00
03/22/2006 Atonement Friars $4,000.00
03/22/2006 Society for the Propogation of the Faith $10,000.00
03/22/2006 Richard Dillon Estate $25,000.00
08/01/2006 William Lantry $1,000.00
TOTAL DISTRIBUTION TO BENEFICIARIES $601,500.00
ESTATE OF CHARLES A. LANTZY
ACCOUNTING
FEBRUARY 12, 2005 THROUGH AUGUST 14, 2006
INCOME RECEIPTS
INTEREST
01/05/2005 Interest on CD's
03/06/2006 PNC Bank Estate Account for 2005
04/05/2006 PNC Bank Estate Account for 2006
$22,122.76
$361.36
$495.30
DIVIDENDS
07/09/2005 Smith Barney
07/09/2005 AXA Dividend
06/17/2005 Exelon Dividend
TOTAL INCOME RECEIPTS
$14.05
$91.76
641.16
$23.726.39
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CHARLES A. LANTZY
I, CHARLES A. LANTZY, of the Borough of Mechanicsburg, County of
Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this my Last Will and Testament, hereby
revoking and making void any and all former Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my
decease as the same can be conveniently done.
2.
I direct that there shall be paid out of my residuary estate all estate, inheritance and like
taxes together with any interest or penalty thereon imposed by the Government of the United
States, or any state or territory thereof, or by any foreign government or political subdivision
thereof, in respect to all property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments, whether the property passes under
this will or otherwise.
3.
I give and bequeath the sum of FIFTY THOUSAND ($50,000.00) DOLLARS to each
of the following:
a.) My stepson, ROBERT DILLON:
b.) My stepson, RICHARD;"DILLON.
c.) My stepdaughter, JOANNE DONALDSON.
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4.
I give and bequeath the sum of TWENTY-FIVE THOUSAND ($25,000.00)
DOLLARS to each of the following:
a.) My sister, RUTH CARPINELLO.'
b.) My sister-in-law, LELA LANTZY.
c.) My sister, HELEN MELLON.
d.) My brother, $ERNARD LANTZY.
5.
I give and bequeath the suin of SIXTY THOUSAND ($60,000.00) DOLLARS to my
cousin, ~LLYN McCOMBIE.
6.
I give and bequeath the sum of TEN THOUSAND ($10,000.00) DOLLARS to my
niece, LOIS LANTZY.
7.
I give and bequeath the sum of TEN THOUSAND ($10,000.00) DOLLARS to each of
the following:
a.) My step granddaughter, BETH ANN REINHART'
b.) My step granddaughter, DENISE BRI'CE
c.) My step granddaughter,'JONI BENNETT.~f
d.) My step granddaughter, JULIE HOLLOWAY.
e.) My step grandson,~MARK OWEI~S.
f.) My step grandson, DANIEL OWENS.
g.) My step grandson, :ALAN DILLON
h.) My step grandson, PAUL DILLON.
8.
I give and bequeath the sum of ONE THOUSAND ($1,000.00) DOLLARS to my
nephew, WILLIAM LANTZY.
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9.
ff In the event any of the legatees named in Paragraphs 3 through 8, inclusive, predecease
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the the gift shall lapse and become part of the residue.
10.
I give and bequeath the sum of TEN THOUSAND ($10,000.00) DOLLARS as an
unrestricted gift to OUR LADY OF THE BLESSED SACRAMENT CHURCH of
Harrisburg, Pennsylvania.
11.
I give and bequeath the sum of FIFTEEN THOUSAND ($15,000.00) DOLLARS as
an unrestricted gift to ST. PATRICK CATHEDRAL of Harrisburg, Pennsylvania.
12.
I give and bequeath the sum of FORTY THOUSAND ($40,000.00) DOLLARS as an
unrestricted gift to ST. BERNARDS CATHOLIC CHURCH of Hastings, Pennsylvania.
13.
I give and bequeath the sum of FIFTY THOUSAND ($50,000.00) DOLLARS as an
unrestricted gift to 5T. EDWARDS CATHOLIC CHURCH of Barnsboro, Pennsylvania.
(14.
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I give and bequeath the sum of TWENTY-FIVE THOUSAND ($25,000.00) , ,
DOLLARS as an unrestricted gift to ST. JOSEPH CATHOLIC CHURCH at Hart's
Sleeping Place, Carrolltown, Pennsylvania.
15.
I give and bequeath the sum of FIFTY THOUSAND ($50,000.00) DOLLARS as an
unrestricted gift to ST. MICHAEL'S CATHOLIC CHURCH of Loretta, Pennsylvania.
16.
I give and bequeath the sum of TWENTY-FIVE THOUSAND ($25,000.00)
DOLLARS as an unrestricted gift to HOLY SPIRIT HOSPITAL of Camp Hill,
Pennsylvania.
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17.
I give and bequeath the sum of TWO THOUSAND FIVE HUNDRED ($2,500.00)
DOLLARS as an unrestricted gift to ST. LABRE INDIAN SCHOOL.
18.
I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS to the
CEMETERY ASSOCIATION of St. Bernard's Roman Catholic, Church, Hastings,
Pennsylvania, to be applied for the perpetual care of the Cemetery and for no other purpose; as
a condition precedent to this gift, the proper church officers shall certify to my Executors that
said funds shall not be used for any purposes other than the perpetual care of said cemetery and
if such certification cannot be given, the gift shall lapse.
19.
I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS to ST.
B,,wENEDICT'S CEMETERY ASSOCIATION at Carrolltown, Pennsylvania, for the
perpetual care of St. Benedict's Cemetery at Carrolltown, and for no other purpose; as a
condition precedent to this gift, the proper church officers shall certify to my Executors that
said funds shall not be used for any purposes other than the perpetual care of said cemetery and
if such certification cannot be given, the gift shall lapse.
20.
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I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS to ST.
BENEDICT'S CEMETERY ASSOCIATION at Carrolltown, Pennsylvania, for the
perpetual care of St. Joseph's Cemetery at Hart's Sleeping Place, and for no other purpose; as a
condition precedent to this gift, the proper church officers shall certify to my Executors that
said funds shall not be used for any purposes other than the perpetual care of said cemetery and
if such certification cannot be given, the gift shall lapse.
21.
I give and bequeath the sum of TEN THOUSAND ($10,000.00) DOLLARS as an
unrestricted gift to each of the following:
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a.) ~ OBLATE FATHERS, of San Antonio, Texas.
b.)'~ C~ARETIAN FATHERS, 221 West Madison Street, Chicago, Illinois.
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c.) ASSOCIATION OF MARIAN HELPERS, Stockbridge, Massachusetts.
d.) COVENANT HOUSE, P.O. Box 731, Times Square Station, New York, New
e.) ~ AMERICAN HEART ASSOCIATION, South Central Pennsylvania Chapter,
f.)~ EASTER SEALS OF SOUTH CENTRAL PENNSYLVANIA.
g.) TRI COUNTY ASSOCIATION FOR THE BLIND°Harrisburg, Pennsylvania.
h.) AMERICAN CANCER SOCIETY of Carlisle, Pennsylvania.
((~T, ,, SOCIETY FOR THE PROPOGATION OF THE FAITH ~~`
~~ VILLA TERESA NURSING HOME, Harrisburg, Pennsylvania.
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22.
I give and bequeath the sum of TWO THOUSAND FIVE HUNDRED ($2,500.00)
DOLLARS as an unrestricted gift to each of the following:
a.) SEIDLE MEMORIAL HOSPITAL;` Mechanicsburg, Pennsylvania.
b.) CAMBRIA COUNTY HISTORICAL SOCIETY;°~Ebensburg, Pennsylvania.
c.) FRANCISCAN FATHERS, Loretta, Pennsylvania.
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d.) SERVITE FATHERS, 3121 West Jackson Boulevard, Chicago, Illinois.
23.
I give and bequeath the sum of FOUR THOUSAND ($4,000.00) DOLLARS as an
unrestricted gift to each of the following:
a.) ~ORATORIAN FATHERS, Rock Hill, South Carolina.
b.) ATONEMENT FRIARS, Garrison, New York.
24.
I give and bequeath the sum of FIFTY THOUSAND ($50,000.00) DOLLARS as an
unrestricted gift to MOUNT ST. MARY'S SEMINARY, Emmitsburg, Maryland.
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25.
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I give and bequeath all my genealogy records to the CAMBRIA COUNTY
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f HISTORICAL SOCIETY, Ebensburg, Pennsylvania.
26.
All the rest, residue and remainder of my estate I give, devise and bequeath to ST.
JOSEPH CATHOLIC CHURCH, Mechanicsburg, Pennsylvania, to be used for the parish
center building fund.
27.
LASTLY, I nominate, constitute and appoint my stepdaughter, JOANNE
DONALDSON, together with JOHN M. EAHIN and J. ROBERT STAUFFER, to be my
Co-Executors, of this, my Last Will and Testament, and in the event one or more should be
unable or unwilling to act as such, the others shall serve as Co-Executors. I further direct that
no bond or other security be required of my personal representative to guarantee faithful
performance of his or her duties.
IN WITNESS WHEREOF, I have hereunto set may hand and seal this 30 /~ day of
July, 2001.
(S AL) .
ar es antzy
Signed, sealed, published and declared by the above-named CHARLES A. LANTZY
as and for his Last Will and Testament, in the presence of us, who, at his request and in his
presence, and in the presence of each other, have hereunto subscribed our names as witnesses.
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND SS
I, CHARLES A. LANTZY, the testator, whose name is signed to the attached or
foregoing instrument, having been duly qualif ed according to law, do hereby acknowledge that
I signed and executed the same instrument as my Last Will and Testament; that I signed it
willingly, and that I signed it as my free and voluntary a t and d d, for the purposes therein
expressed. _
Sworn and subscribed to
before me this ,3a Tfi day
of July, 2001.
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~^ Otary U 1C
Nom arial~Sea1
Meoh~ani~~ry So omC mperland county
My Commis6~on f±xp-res Noy. 6, 2001
Member, Pennsylvania Association nt Notaries
COMMONWEALTH OF PENNSYLVANIA )
SS
COUNTY OF CUMBERLAND )
We, the undersigned, J°''"' ~~ • ~K~~nd RngF~T -~• D-~~ v~/ ,the witnesses
whose names are signed to the attached or foregoing instrument, being duly qualified according
to law, depose and say that we were resent and saw the testator, CHARLES A. LANTZY
sign and execute the instrument as his Last Will and Testament; that the said testator executed
it as his free and voluntary act for the purposes therein expressed; that each of us, in the
hearing and sight of the testator, signed the Will as witnesses; and that, to the best of our
knowledge, the testator was, at the time, eighteen ((18) or more yeazs of age, of sound mind,
and under no constraint, duress or undue influencdl
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Sworn and subsc ibed to
before me this ~~ day
of July, 2001.
otary u is
Notarial Seal
MauiiYn E. ~Yiams, Notary Public
~~sbur~ Bono, Cumberland County
W1y Cornmiesfon Expires NoY• 6.2001
I,~kmtier, Pennsyivsnia Association of Notaries
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