![]() ![]() ![]() They include his grandchildren, a grand-niece and grand nephew, and a step-grandson, whom he required to prove was related through DNA or a blood test. Now, Collier Circuit Judge Cynthia Ellis is being asked to rule on the trust accounting and a proposed disbursement of the Party Trust to the partygoers who were younger than 13 when Schwartz died. Trustee Alan Hilfiker, an attorney with Harter Secrest & Emery in Naples, recently submitted to Collier Circuit Court the trust details and party attendance records listing shares for each partygoer.ĭuring the past decade, attendants who were older than age 13 when Schwartz died have received shares from his trust.īut the younger partygoers haven't received a dime, except for travel expenses, hotel and meals. He was a genuinely good guy, had a great sense of humor and family was very important to him.'Īctress Angie Dickinson and baseball great Yogi Berra, whom he met at advertising parties, were among his personal friends, Blackwell said. He was not shy about spending the money he had. 'He liked big parties and things like that,' Blackwell said in a phone interview. Blackwell Jr., a civil rights attorney in Madison, Wis., said Schwartz, a close friend of his father's since their early days in advertising, valued loyalty. The son of Schwartz's last business partner, Clifford E. Chaice, a New York attorney, friend and investment partner, died in 2003. John Warner in Virginia, died three years after Schwartz his last business partner, Clifford Blackwell of Delevan, Wis., died in 1999 and first trustee, Herbert H. Others have since died: his sister Mildred 'Millie' Victor, who worked for Sen. His stepdaughter, Lee Ann Dunn, of Santa Fe, declined comment. 3, 1923, the date provided to the funeral home, causing it to be listed on probate records and his death certificate?Įfforts to contact his wife and other relatives weren't successful. Why Schwartz held the parties isn't clear.ĭid no one respect Schwartz's birthday when he was alive? Did his grandchildren, nieces and nephews not attend his parties? Did he want his relatives, who were scattered across the country, to bond and stay in touch?Īnd why did he celebrate his birthday in August, when his license and other records show he was born on April 3, 1922, not Aug. ![]() Schwartz Party Trust is now worth about $7.86 million. The 73-year-old Naples resident was cremated after his death on July 25, 1997, at his summer home at Linville Ridge Country Club in North Carolina. Schwartz hasn't attended the past 10 birthday bashes. Schwartz even paid for partygoers' car rental, hotel, food, and plane fare ? as long as they didn't fly first-class. However, a guest speaker and other entertainment is optional and, along with other details of the parties, in the discretion of the Party Committee.' 'No expense should be spared if it is a sensible expenditure and makes the parties enjoyable. 'My primary goal is that the parties be enjoyable and of a high quality,' Schwartz said in his detailed instructions to the Party Committee. He suggested the Ritz Carlton, Naples and other locations that have 'amenities of the highest standard.' ![]() Schwartz even set up a Party Committee ? his wife, son and daughter, and backups ? that he paid to make sure the 'Robert P. The multimillionaire, a retired advertising executive, required that all his relatives 13 or older attend or they wouldn't get a share of the inheritance.Īnyone under 13 had to send a proxy to maintain their right to their inheritance ? or they'd forfeit it and it would go to a Missouri college scholarship fund.Īnd if they missed two consecutive parties, or two within five years, they were out ? unless the absences were approved by party advisers. Schwartz of Pelican Bay has required attendance at his birthday parties on the first weekend in August. ![]()
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