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Home My WebLink About08-31-06 ~ .~ ,p .4fP 4P -::. ~; ~5-::}~~, ~i~GlCb~~ rv .,.i! ~,..~ ~ 'H\i '"" ~ S i '" g II o;i"%.... ~ . ~S\!\\\\\\\i ~h'\\8t\lU ~...." i\\\l',,,,\\ ?::-H l \ 8 lI.loJ 9. ~sl \\\~\ll\\.\ .--.. ~'-\ · ~ ,\1 I. t 9- ~ \\\ ia~~ ""-. ~ i _ \~ J~\ 6 0 .... 'K -::. ~ ~ '" . ..... -~:;:i (Q~~:::rtn.... -. ~ "" -::.. (') ! \~ :::ra'6Ciwo .oc:. y.. !!!. \\ ~ -< . 10 ~ ~ ',~. 2;t.6~\i...~ '~3 ~llS ~i is ~~\~\\l~':l ':L~ \\9..~ i i , \ ~\i~ '\ i~g'i'.r~~ ::; It CD~ i ii <2.- ~tD i~g~~ ~i ~ ~ is ~ 0. ~ '<.. "~%~to'i'~ ~~-.9a(1)~2~tO g. 3 - ::3 :;:!,..... 0 (>> ...._~- ..-.. 1- -<~~o(1) - ~ ~ " ~ ~\ ~ '\ . COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION NO. 21-05-0178 ESTATE OF CHARLES A. LANTZY DECEASED ESTATE 21-05-0178 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 DA TE 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 OllJECTIONS CAN BE DISCUSSED WITH JOHN tvt. EAKIN MARKET SQUARE BUILDING MECHANICSBURG, P A 17055 (717) 766-3172 8 !J~ o C)8~ oc: ~ ::0 :u-f ~ "" c:::::> c:::::> ~ >- c: en w =0 :::tirn frl C~) G)C") ~~; -eg r-q t ^f'! ::00 ~ C7-1 ...,." (-i _ rrl (j~) (:) --n :IlIo :r c:? w U'l " ESTATE OF CHARLES A. LANTZY ACCOUNTING FEBRUARY 12, 2005 THROUGH AUGUST 14, 2006 PRINCIPAL ACCOUNT PAGES RECEIPTS DISBURSEMENTS DISTRIBUTION TO BENEFICIARIES 2 3 4 $1,805,364.28 $167,267.20 $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. 78 Acre Middle Paxton Township $130,000.00 $700,000.00 Total Real Estate Received $830,000.00 PERSONAL PROPERTY PNC Bank Account # 50-7008-1793 Country Meadows - Refund Bankers Fidelity Life Insurance - Refund Comcast Television - Refund PP&L Corporation Account # 3047448650 AXA Equitable Inc. Policy PA Tax Free Income Class A Indianapolis Life Annuity Smith Barney Prudential Financial Insurance Policy#11 0322 Prorated Real Estate Tax, Middle Paxton Mountain Land Prorated Real Estate Tax. Parkway Property $121,678.31 $4,225.17 $734.49 $13.79 $29,631.55 $5,347.85 $26,825.34 $307,056.16 $355,556.26 $11,450.09 $27.87 $67.91 Total Personal Property Received $862,614.79 STOCKS Prudential Financial Sale of 5487 shares of Common EquiServe - Exelon Corp. Stock EquiServe - AXA stock. $32,366.43 $76,962.90 $3,420.16 Total Stock Received $112,749.49 S1.805.364.2e TOTAL PRINCIPAL RECEIPTS 2. ESTATE OF CHARLES A. LANTZY ACCOUNTING FEBRUARY 12, 2005 THROUGH AUGUST 14, 2006 PRINCIPAL DISBURSEMENTS 03/08/2005 Messiah Village, nursing care 03/24/2005 Greenawalt & Co. - 2004 income tax prep 03/24/2005 PA Department of Revenue- 2005 PA 40ES 03/28/2005 P A Department of Revenue- 2004 P A -40 03/28/2005 Messiah Village 03/08/2005 Myers-Harner Funeral Home, Funeral Expense 03/08/2005 Steller Kulp, Funeral Luncheon 03/08/2005 Cresson Springs Family Restaurant, Luncheon 03/08/2005 Carrolltown Cemetery Assn., Open Grave 03/08/2005 Cumberland Law Journal, Estate notice 03/08/2005 Register of Wills, Letters Testcimentary 03/20/2005 Reverend John Sasway - graveside services 04/01/2005 The Sentinel- Estate notice 05/05/2005 Central Penn Appraisals - Real Estate Appraisal (2) 05/05/2005 Register of Wills- Inheritance Tax partial payment 05/05/2005 Myers Harner, Death Certificates 05/05/2005 Bonnie Kuntz-Smith School Tax 10/13/2005 Lefever Title Insurance Co. 10/13/2005 Register of Wills- Filing of Inventory 12/20/2005 Register of Wills- Additional probate fee 12/09/2005 Joanne Donaldson - partial executor fee 02114/2006 Tanya pomeroy- Parkway Road Taxes 02/13/2006 John M. Eakin - partial attorney fee 02/13/2006 J. Robert Stouffer - partial executor fee 02/16/2006 Register of Wills- additional inheritance tax 04/18/2006 Greenawalt & Co. - tax preparation 04/28/2006 U.S. Treasury -Income Tax 05/01/2006 PA Department of Revenue -Income Tax Joanne Donaldson- final executor payment J. Robert Stouffer - final executor payment John M. Eakin - final attorney payment Register of Wills - Filing fee for account Tanya Pomeroy- Parkway Road Taxes 1% Transfer Tax- Parkway Road TOTAL PRINCIPAL DISBURSEMENTS 3 $144.00 $280.00 $100.00 $79.00 $36.00 $10,908.00 $186.83 $139.12 $325.00 $75.00 $635.00 $75.00 $126.14 $450.00 $28,000.00 $92.00 $92.81 $135.00 $15.00 $500.00 $15,000.00 $39.66 $15,000.00 $15,000.00 $4,353.47 $500.00 $12,351.00 $1,328.00 $9,550.00 $9,550.00 $34,100.00 $1,030.00 $71.17 $7,000.00 $167.267.20 ESTATE OF CHARLES A. LANTZY ACCOUNTING FEBRUARY 12, 2005 THROUGH AUGUST 14, 2006 DISTRIBUTION TO BENEFICIARIES 02r13/2006 Joanne Donaldson 02/17/2006 Helen Mellon 02i23/2006 Lois Lantzy 03/02/2006 51. Michael's 03/06/2006 51. Bernard's Catholic Church 03/06/2006 51. Bernard's Cemetery 03/01/2006 Mt. ST. Marys Seminary 02/28/2006 St. Joseph Catholic Church (Harts Sleeping Place) 02/27/2006 Easter Seals 02/23/2006 Tri-County Association for the Blind 02/27/2006 Cambria County Historical Society 03/01/2006 Ruth Carpinello 03/02/2006 Prince of Peace of Northern Cambria 03/01/2006 Allyn McCombie 02/28/2006 Beth Reinhart 03/22/2006 Robert Dillon 03/22/2006 Villa Teresa 03/22/2006 Estate of Bernard Lantzy 03/22/2006 Daniel Owens 03/22/2006 Lela Lantzy 03/22/2006 Mark Owens 03/22/2006 Joni Bennett 03/22/2006 Paul Dillon 03/22/2006 Alan Dillon 03/22/2006 Denise Brice 03/22/2006 Julie Holloway 03/22/2006 Holy Spirit Hospital 03/22/2006 Oblate Fathers 03/22/2006 Claretian Fathers 03/22/2006 Servite Fathers 03/22/2006 Franciscan Fathers 03/22/2006 Covenant House 03/22/2006 Seidle Memorial Hospital 03/22/2006 Oratorian Fathers 03/22/2006 American Cancer Society 03/22/2006 51. Benedicts Cemetery 03/22/2006 51. Benedicts Cemetery - St Joseph Hart Sleeping 03/22/2006 Association of Marian Helpers 03/22/2006 51. Patricks Cathedral 03/22/2006 Our Lady of Blessed Sacrament 03/2212006 St. Labre Indian School 03/22/2006 American Heart Association 03122/2006 Atonement Friars 03122/2006 Society for the Propogation of the Faith 03/22/2006 Richard Dillon Estate 08/0112006 William Lantzy I TOTAL DISTRIBUTION TO BENEFICIARIES I I i $25,000.00 $25,000.00 $10,000.00 $25,000.00 $20,000.00 $5,000.00 $25,000.00 $25,000.00 $10,000.00 $10,000.00 $2,500.00 $25,000.00 $25,000.00 $30,000.00 $10,000.00 $25,000.00 $10,000.00 $25,000.00 $10,000.00 $25,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $25,000.00 $10,000.00 $10,000.00 $2,500.00 $2,500.00 $10,000.00 $2,500.00 $4,000.00 $10,000.00 $5,000.00 $5,000.00 $10,000.00 $15,000.00 $10,000.00 $2,500.00 $10,000.00 $4,000.00 $10,000.00 $25,000.00 $1,000.00 $601,500.00 :1-/ INCOME RECEIPTS INTEREST DIVIDENDS ESTATE OF CHARLES A. LANTZY ACCOUNTING FEBRUARY 12, 2005 THROUGH AUGUST 14, 2006 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 07/09/2005 Smith Barney 07/09/2005 AXA Dividend 06/17/2005 Exelon Dividend $14.05 $91.76 $641.16 TOTAL INCOME RECEIPTS $23.726.39 5 -~---- -:-".',., SCHEDULE OF DISTRIBUTION The accountants propose to distribute the amount for distribution $1,060,323.47 in accordance with decedent's will as follows: Joanne Donaldson Robert Dillon Richard Dillon Allyn McCombie St. Bernards Catholic Church Prince of Peace of Northern Cambria St. Michaels Catholic Church Mount St. Marys Seminary St. Joseph Church of Mechanicsburg $25,000.00 $25,000.00 $25,000.00 $30,000.00 $20,000.00 $25,000.00 $25,000.00 $25,000.00 $860,323.47 TOTAL $1,060,323.47 Joanne Donald son and J. Robert Stouffer, Executors under the Last Will and Testament of Charles A. Lantzy, deceased, hereby declares under oath that they have truthfully performed their duties as executors; that the foregoing First and Final Account is true and correct; that it fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that to their knowledge, there are no claims now outstanding against the estate and that all taxes personalty due from; e estate have t>;7n paid. , rtY~ ~ e Donaldson Subscribed and Sworn to this 3/ (~ day of August, 2006. #tdt- IIi LIJf.yrG Notary Public rrl NOTAAIAL SEAL HEIDI M. NElSON ~ PublIc ~ech~nlqturg Born,' Qrmbif13nd r.y ~eo.nmls:;!on Explres Juf1i! 21, 2~