HomeMy WebLinkAbout10-09-12. ~C~CLi~I t i~fif I
~~
SMIGEL, ANDERSON & SACKS, LLP
4431 North Front Street
Harrisburg, PA 17110
Attorneys for Linda H. Russell
IN THE MATTER OF THE ESTATE
OF
RICHARD L. RUSSELL, DECEASED
REGISTER OF WILLS
CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. ~-~Z
DISCLAIMER OF
LINDA H. RUSSELL
~~i2 OCT -9 PFI 2~ ! 2
~.i.' ;t
ORPI*;Ar'v`~~ ;;~~;~~;
CUMBERLAND CO., PA
WHEREAS, RICHARD L. RUSSELL (the "Decedent") died on January 19, 2012, a
resident of Cumberland County, Pennsylvania, leaving a Will dated August 3, 1999 which was
probated on September ZS , 2012, and Letters Testamentary were granted to LINDA H.
RUSSELL, who has qualified as Executrix and is still acting as such; and
WHEREAS, the Decedent maintained Individual Retirement Accounts at UBS Financial
Services Inc. (the "UBS IRA's") listed on Schedule A attached hereto and by this reference made
a part hereof, providing for the disposition of said accounts to LINDA H. RUSSELL, as primary
beneficiary, and to the Trustee of the Trust under Paragraph D of Article Eighth of the Richard
L. Russell Trust dated May 10, 1995 as contingent beneficiary in the event of disclaimer by
LINDA H. RUSSELL; and
WHEREAS, the undersigned, LINDA H. RUSSELL, desires to irrevocably disclaim,
renounce, relinquish and release all her rights as primary beneficiary of the UBS IRA's; and
WHEREAS, the above action by LINDA H. RUSSELL will result in the amount so
disclaimed passing to the Trustee of the Trust under Paragraph D of Article Eighth of the
Richard L. Russell Trust dated May 10, 1995; and
WHEREAS, the undersigned has not heretofore received nor accepted any distribution of
income or principal from said UBS IRA's; and
WHEREAS, less than nine (9) months have elapsed since the Decedent's death.
NOW THEREFORE, I, LINDA H. RUSSELL, DO HEREBY IRREVOCABLY
DISCLAIM, RENOUNCE, RELINQUISH AND RELEASE all my rights as primary beneficiary
of the UBS IRA's, causing said property to pass to the Trustee of the Trust under Paragraph D of
Article Eighth of the Richard L. Russell Trust dated May 10, 1995.
Page 1 of 3
IN WITNESS WHEREOF, I have hereunto set my hand and seal this Zit'` day of
September, 2012.
INDA H. RUS LL
STATE OF PENNSYVANIA
ss.
DAUPHIN COUNTY
I CERTIFY that on September Z~ , 2012, LINDA H. RUSSELL personally came
before me and acknowledged, under oath, to my satisfaction that she is the person who:
(a) is named and personally signed this document; and
(b) signed, sealed and delivered this document as her act and deed.
. ~.r~:
COMMONWEALTH OF PENNSYLVANIA
IVotarlai Seal
Bonita L. Getz, Notary Publk
Susquehanna Twp., Dauphin County
My Commissbn F_xplres May 16, 2016
MEMBF~ °FNr~S`!I vnrtSA A55()CIATION OF NOTARIES
Page 2 of 3
:.
RECEIPT
Receipt of the foregoing disclaimer is hereby acknowledged this ~~` day of
September, 2012.
r
L DA H. RUSSE
Executrix of Estate of Richard R.
Russell
Page 3 of 3
SCHEDULE A
Account
Number Account Type/Manager Nickname
Richard Russell IRA Accounts
Cash & Money
Total Value Fund
RUSSELL
3801196 IRA (Alts 332,650.46 35,701.60
r IRA Access RUSSELL R
3801197 (PIMCO-TOTAL RE) (Pimco Total Rtn) 268,470.63 31,537.0
RUSSELL R
3602835 IRA (Newgate) 250,075.13 250,075.1
RUSSELL R
3802834 (RA (Cincinnati) 250,075.13 250,075.1
RUSSELL R
3602839 IRA (Premier Wealth) 250,074.79 250,074.79
r- RUSSELL R
3602837 IRA Bahl and Gaynor) 250,074.79 250,074.7
r RUSSELL R
3802836 IRA (Reinhart) 220,066.42 220,066.4
1-' IRA Access RUSSELL R
3801198 (MILLER/HOWARD) (Miller Howard) 165,216.19 4,596.5
1- IRA Access RUSSELL R
3601200 (LORD, ABBETT C) (LordAbbett Conv) 155,024.84 11,879.4
RUSSELL R
3801199 IRA Winslow LCG 127,387.91 9,060.61
RUSSELL R
3602838 IRA (Polen LCG) 100,030.71 100,030.71
This information is being provided as a service of your Financial Advisor and does not supersede or
replace your monthly UBS Financial Services Inc. customer statement.
This information is based upon the market value of your account as of the close of business on 09/26/12,
and is subject to daily market fluctuation.