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HomeMy WebLinkAbout05-17-07 INRE: ESTATE OF JEAN D. POWELL, deceased FILE NO. 2006-00730 In the Office of the Register of Wills Clerk of Courts of Common Pleas Orphans' Court Division, Cumberland County, Pennsylvania DISCLAIMER and RENUNCIATION fl WHEREAS, JEAN D. POWELL died on August 12,2006 a resident <ita :0 ...., ~~~ ~ >' i"'; i ...:..-: 'T') ". .--~ ::..:....,_-:.:... -' -' ......---, 1",) '.""";::> c::::> -....I -- ~ ~ Cumberland County, Camp Hill, Pennsylvania; -.! - WHEREAS, JEAN D. POWELL, during her lifetime executed a Will oti;.:j -0 ':""J ~., N o -.J September 17, 1982; WHEREAS, JULIA ANN SHERIDAN n/k/a JULIA POWELL WAGNER and REBECCA JEAN POWELL n/k/a REBECCA POWELL VOGEL became the Executrices of the Estate of JEAN D. POWELL by Grant of Letters issued by the Cumberland County Register of Wills on August 18, 2006; WHEREAS, Item II. of the Will of JEAN D. POWELL states as follows: "I give, devise, and bequeath all my possessions and estate of every nature and wherever situate to such of my issue, per stirpes, as survive my death by sixty (60) days." WHEREAS, JEAN D. POWELL was survived by her issue, JULIA ANN SHERIDAN n/k/a JULIA POWELL WAGNER and REBECCA JEAN POWELL n/k/a REBECCA POWELL VOGEL; WHEREAS, JULIA ANN SHERIDAN n/k/a JULIA POWELL WAGNER has three (3) children, MICHAEL V. WAGNER, MADISON A. WAGNER, AND MATTHEWK WAGNER; WHEREAS, MICHAEL V. WAGNER has disclaimed and renounced any and all rights to the following In Trust For accounts: 1. Members 1 st FCU Account Number 261569-41 - 1 - ~ (estimated value of$10,013.29) 2. Members 1st FCU Account Number 261569-43 (estimated value of $5,006.49) 3. Members 1st FCU Account Number 261569-52 (estimated value of$10,014.74) 4. Members 1 st FCU Account Number 261569-45 (estimated value of $5,007.52) WHEREAS, the effect of Michael V. Wagner's disclaimer is that these assets are now assets of the Estate of JEAN D. POWELL; WHEREAS, less than nine (9) months have elapsed since the date of death of JEAN D. PO WELL and the undersigned Disclaimant has not accepted any of the assets or other probate property of the Estate of JEAN D. POWELL nor has she exercised any control as beneficial owner over any such property or any interest therein; WHEREAS, the Disclaimant acknowledges that the effect of the execution of this Disclaimer and Renunciation is that the property that otherwise may have been distributed to her will now pass to her issue, MICHAEL V. WAGNER, MADISON A. WAGNER, AND MATTHEW K WAGNER; NOW, THEREFORE, I, JULIA ANN SHERIDAN n/k/a JULIA POWELL WAGNER, an adult beneficiary residing at 13 Homestead Lane, Camp Hill, Pennsylvania, 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 partially DISCLAIM AND RENOUNCE certain of my interests as a beneficiary of the Estate of JEAN D. POWELL, - 2- specifically the following accounts which became part of the Estate of JEAN D. POWELL when MICHAEL V. WAGNER disclaimed the accounts: 1. I hereby renounce and disclaim all right, title and interest to: a. Members 1 st FCU Account Number 261569-41 (estimated value of$10,013.29) b. Members 1st FCU Account Number 261569-43 (estimated value of $5,006.49) c. Members 1st FCU Account Number 261569-52 (estimated value of$10,014.74) d. Members 1st FCU Account Number 261569-45 (estimated value of $5,007.52) 2. I understand that as a result of this Disclaimer I will have no right, title or beneficial interest in only these estate assets. IN WITNESS WHEREOF, intending to be legally bound hereby, I have hereunto set my hand this ~ day of _~ , 2007. " Wlrny:SS: xtJildif / J l ik/~ / ~~~ LIA ANN SHERIDAN ~ flo-w&e LJ Q - - JULIA POWELL W AGNER ~ - 3 - ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF {j.A-mhe-r!a/1i : ss On this,fY)::i I ~ ' 2007, before me a notary public, the undersigned officer, personally ap ared JULIA ANN SHERIDAN n/k/a JULIA POWELL WAGNER, 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. COMMONWEALTH OF PENNSYLVANIA NOTARiAl SEAL . STEPH~. NEBl, Notary Public . C p Hil1I8rh.'> Cumberland County 'M~commission Expires Jan. 25, 2011 l-j-t~J ~ N~TARY PUBLIC - 4- S II san E. L I' 1I1' "I'/' LAW OfFICES May 15, 2007 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, Pennsylvania 17013 RE: Jean D. Powell File Number: 2006-00730 To Whom It May Concern: Enclosed for filing with your office please find three (3) originals and three (3) copies of a Disclaimer and Renunciation. I have also enclosed one (1) check ($15.00) for the related filing fee. Please time/date stamp the copies of the Disclaimer and Renunciation as received and return it to me in the envelope provided. If there are any questions or further requirements regarding this return, please do not hesitate to contact me. Sincerely, ~~ Susan E. Lederer, Esquire Enclosures 4811 Jonestown Road · Suite 226 · Harrisburg, PA 17109 · Phone 717.652.7323 · Fax 717.652.7340 . susan@ledererlaw.com www.ledererlaw.com