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HomeMy WebLinkAbout01-23-07 it: :;AI;,,\!J;tl:j,',jlli ;~~f hi1~ -IA 4k}~~,',lf Susan JI. teder'el' January 22, 2007 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013 RE: KENNETH M. QUERRY SOCIAL SECURITY NO. 207-22-0946 Ladies and Gentlemen: It is my understanding that you require an additional fee of $15.00 as a first filing fee with regard to the Disclaimers and Renunciation provided to you by letter dated January 16, 2007. Enclosed please find a check for same. If there are any questions or further requirements regarding this filing, please do not hesitate to contact me. Sincerely, ~c.~ / Susan E. Lederer Enclosure 4811 ]onestown Road. Suite 226 . Harrisburg. PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . susan@ledererlaw.com www.ledererlaw.com Susan E. LcdenH' "astr3/ l~:tJ ^/"'\'':- ;'Yi;' !i~~0'i 0"-"'.1; January 16, 2007 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013 RE: KENNETH M. QUERRY SOCIAL SECURITY NO. 207-22-0946 Ladies and Gentlemen: Enclosed for filing please find one (1) original and one (1) copy of a Disclaimer and Renunciation for Lisa Beth Q. Leen and one (1) original and one (1) copy of a Disclaimer and Renunciation for Eric Todd Querry. I have also enclosed one (1) check in the amount of $1 0.00 for the related filing fee. Please time-stamp the copies and return them to me in the envelope provided. If there are any questions or further requirements regarding this filing, please do not hesitate to contact me. Sincerely, ~~ Susan E. Lederer Enclosures 4811 Jonestown Road. Suite 226 . Harrisburg. PA 17109 . Phone 717.652.7323 . Fax 717.652.7340 . susan@ledererlaw.com www.ledererlaw.com ... INRE: ESTATE OF KENNETH M. QUERRY, deceased DISCLAIMER and RENUNCIA nON WHEREAS, Kenneth M. Querry died on September 9,2006, a resident of Mechanisburg Boro, Cumberland County, Pennsylvania. C) r~"~l C"-;-;> c.;.::....:J -..J N W WHEREAS, Kenneth M. Querry, deceased, and his wife, Rebecca J. QU,erry, established a Revocable Trust Agreement known as the QUERRY F AMIL Y TRUST :;: dated July 10, 1997. ::j Cv -.... 01 WHEREAS, upon the death of Kenneth M. Querry, the assets of the QUERRY F AMIL Y TRUST were divided between the Marital Trust and the Family Trust created in accordance with Article Eight, Sections 1, 2, 3 and 4 of such trust agreement. WHEREAS, Article Ten, Section 1 of the QUERRY FAMILY TRUST dated July 10, 1997, provides as follows: Article Ten The Family Trust Section 1. Income and Principal Distributions in our Trustee's Discretion a. Distributions When the Surviving Trustmaker Is Not Married During any period of time when the surviving Trustmaker is not married, our Trustee shall distribute to or for the benefit of the surviving Trustmaker and our descendants as much of the net income of the Family Trust as our Trustee, in its sole and absolute discretion, shall consider necessary or advisable for their education, health, maintenance and support. Marriage shall mean any marriage entered into by the surviving Trustmaker which is valid in the jurisdiction where the marriage took place. 1. Undistributed Net Income . ' Any net income of the Family Trust which is not distributed by our Trustee shall be accumulated and added to the principal of the Family Trust. 2. Primary Consideration to Be Given to the Surviving T rustmaker Our Trustee shall, at all times when the surviving Trustmaker is not married, give primary consideration to the education, health, maintenance, and support of the surviving Trustmaker, and only thereafter to our descendants. 3. Distributions of Principal from the Marital Trust In making discretionary distributions of principal to the surviving Trustmaker, our Trustee shall preferably make all distributions of principal from the Marital Trust until it is exhausted, and only thereafter from the Family Trust. WHEREAS, the Settlors have two descendants: Lisa Beth Q. Leen and Eric Todd Querry. WHEREAS, less than nine (9) months have elapsed since the date of death of Kenneth M. Querry and the undersigned disclaimant has not accepted any of the property of the QUERRY FAMILY TRUST, nor has she exercised any control as beneficial owner over any such property or any interest therein; WHEREAS, the Disclaimant acknowledges that the affect of the execution of this Disclaimer and Renunciation is that the property that otherwise could have been distributed to her will now be held in accordance with the provisions of Article Ten of the QUERRY FAMILY TRUST dated July 10, 1997. WHEREAS, upon the Disclaimer by LISA BETH Q. LEEN of her interests in the Family Trust during the lifetime of Rebecca J. Querry, Rebecca J. Querry will be the sole beneficiary of the net income from the Family Trust. . . NOW, THEREFORE, I, LISA BETH Q. LEEN, an adult beneficiary residing at 707 South Market Street, Mechanicsburg, Pennsylvania 17055, do hereby exercise the rights granted to me in the Pennsylvania Probate, Estate and Fiduciaries Code, 20 Pa. C.S.A. 6201 et seq., to DISCLAIM AND RENOUNCE certain of my interests as a beneficiary of the QUERRY FAMILY TRUST under agreement dated July 10, 1997, as follows: 1. I hereby renounce and disclaim during the lifetime of Rebecca J. Querry, all right, title and interest to and in the assets held by or passing into the Family Trust. 2. I understand that as a result of this Disclaimer I will have no right, title or beneficial interest in or to the assets of the Family Trust during the lifetime of Rebecca J. Querry. IN WITNESS WHEREOF, . tending to be legally bound hereby, I have hereunto set my hand this -1L day of , 2007. ~Wt-tdh& .~ LISA BETH Q. LEEN WITNESS: ~ ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA: : ss COUNTY OF DAUPHIN On this,....... ~~ J li~ \ \ , 2007, before me a notary public, the undersigned officer, personally appeared LISA BETH Q. LEEN, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. (SEAL) COMMONWEALTH OF PENNSYLVANIA Notarial Seal Jacqueline M. Mindeck, Nota/}' Public lower P~~ Twp., Dauphin County My CommiSSIon Expires Oct. 25, 2010 Member, Pennsylvania Association of Notaries , ? " , INRE: ESTATE OF KENNETH M. QUERRY, deceased DISCLAIMER and RENUNCIATION Rc) WHEREAS, Kenneth M. Querry died on September 9,2006, a resident.of Mechanisburg Boro, Cumberland County, Pennsylvania. .. -.'" " WHEREAS, Kenneth M. Querry, deceased, and his wife, Rebecca J. Quetry, established a Revocable Trust Agreement known as the QUERRY F AMIL Y TRUST dated July 10, 1997. WHEREAS, upon the death of Kenneth M. Querry, the assets of the QUERRY F AMIL Y TRUST were divided between the Marital Trust and the Family Trust created in accordance with Article Eight, Sections 1, 2, 3 and 4 of such trust agreement. WHEREAS, Article Ten, Section 1 of the QUERRY FAMILY TRUST dated July 10, 1997, provides as follows: Article Ten The Family Trust Section 1. Income and Principal Distributions in our Trustee's Discretion a. Distributions When the Surviving Trustmaker Is Not Married During any period of time when the surviving Trustmaker is not married, our Trustee shall distribute to or for the benefit of the surviving Trustmaker and our descendants as much of the net income of the Family Trust as our Trustee, in its sole and absolute discretion, shall consider necessary or advisable for their education, health, maintenance and support. Marriage shall mean any marriage entered into by the surviving Trustmaker which is valid in the jurisdiction where the marriage took place. 1. Undistributed Net Income l'..;i 25' -.... (,- ;rr. -...;-- .~ N W "U :J: w J ,'.- ., Ul . "" , , Any net income of the Family Trust which is not distributed by our Trustee shall be accumulated and added to the principal of the Family Trust. 2. Primary Consideration to Be Given to the Surviving Trustmaker Our Trustee shall, at all times when the surviving Trustmaker is not married, give primary consideration to the education, health, maintenance, and support of the surviving Trustmaker, and only thereafter to our descendants. 3. Distributions ofPrincipaJ from the Marital Trust In making discretionary distributions of principal to the surviving Trustmaker, our Trustee shall preferably make all distributions of principal from the Marital Trust until it is exhausted, and only thereafter from the Family Trust. WHEREAS, the Settlors have two descendants: Lisa Beth Q. Leen and Eric Todd Querry. WHEREAS, less than nine (9) months have elapsed since the date of death of Kenneth M. Querry and the undersigned disclaimant has not accepted any of the property of the QUERRY FAMILY TRUST, nor has he exercised any control as beneficial owner over any such property or any interest therein; WHEREAS, the Disclaimant acknowledges that the affect of the execution of this Disclaimer and Renunciation is that the property that olherwise could have beell distributed to him will now be held in accordance with the provisions of Article Ten of the QUERRY FAMILY TRUST dated July 10,1997. WHEREAS, upon the Disclaimer by ERIC TODD QUERRY of his interests in the Family Trust during the lifetime of Rebecca J. Querry, Rebecca J. Querry will be the sole beneficiary of the net income from the Family Trust. ~. , NOW, THEREFORE, I, ERIC TODD QUERRY, an adult beneficiary residing at 401 East Main Street, Mechanicsburg, Pennsylvania 17055, do hereby exercise the rights granted to me in the Pennsylvania Probate, Estate and Fiduciaries Code, 20 Pa. C.S.A 6201 et seq., to DISCLAIM AND RENOUNCE certain of my interests as a beneficiary of the QUERRY FAMILY TRUST under agreement dated July 10, 1997, as follows: 1. I hereby renounce and disclaim during the lifetime of Rebecca J. Querry, all right, title and interest to and in the assets held by or passing into the Family Trust. 2. I understand that as a result of this Disclaimer I will have no right, title or beneficial interest in or to the assets of the Family Trust during the lifetime of Rebecca J. Querry, IN WITNESS WHEREOF, intending to be legally bound hereby, I have hereunto set my hand this /z, day of Jj)t-//'I~fJf ,2007. ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA: COUNTY OF DAUPHIN \ On this,,,- CVUJt) ; 1.- ,2007, before me a notary public, the undersigned officer, personally appeared ERIC TODD QUERRY, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. : ss IN WITNESS WHEREOF, I hereunto set my hand and official seal. (SEAL) .\ Q ~ 9-. ~lv- NO~Y i'tJBLIC COMMONWEALTH OF PENNSYL V ANJA NotarialSeaJ Jacqueline M. Mindeck, Notary PUblic Lower Paxton Twp., Dauphin County My Comm/8IJon UplI'88 Oct. 25, 2010 Member, Pennaylvanla AI.eolaliell of Nlltll,iOIi