HomeMy WebLinkAbout10-13-05
INVENTORY
Estate of Charles A. Lantzy
No. 21
05
0178
, Deceased
Date of Death 2/12/2005
Social Security No. 209-12-6670
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wI1erever s~uate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed OpposM each Mm of said inventory represents its fair value as of the date of the Decedenfs death, and that Decedent owned no
real estate outside the Commonwealth of Pennsytvania except that which appears in a memorandum at the end of this inventory. IN/e
verify that the statements made in this inventory are true and correct. lMIe understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Sed:ion 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attomey: John M. Eakin
1.0. No.: 06351
~nne Donaldson
,~.t~~
Dated October 13 , 2005
Address: Market SQuare BuildinQ
MechanicsburQ
Telephone: (717)766-3172
PA 17055
Description
PNC Bank Account #50-7008-1793
Value
121,678.31
Country Meadows Refund
4,225.17
Bankers Fidelity Life Insurance Refund
734.49
Corneast Television Refund
13.79
PP&L Corporation Account #3047448650
29,631.55
Prudential Financial sale 548 shares of stock
32,366.43
;.J
Total
(Attach Additional Sheets if necessary)
, I :C!: :'} 2!
'= S0JZ
1,800,026.46
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsyhrania O1ay, althe election of the personal representative,
include the value of each Mm, but such flQures should not be extended into the total'of'the lnllelllory.
RW-4
Continuation of Inventory
Charles A. Lantzy
21
05
0178
PaQe 1
Description of Inventory
Description
Value
PA Tax Free Income Class A
26,825.34
EquiServe -AXA Stock
3,420.16
Indianapolis Life Annuity
307,056.16
EquiServe- Exelon Corp Stock
76,962.90
Smith Barney
355,556.26
Prudential Financial Insurance Policy #110322
11,450.09
Cash
105.81
3 tracts of Mountain land - Middle Paxton Township, Dauphin County
130,000.00
78 acres Mountain Land - Middles Paxton Township, Dauphin County
700,000.00
Su_1 $
Grand Total $
1,611,376.72
1,800,026.46