HomeMy WebLinkAbout10-17-12SMIGEL, 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. ~ Q J "~ - 'Q,~ ~
DISCLAIMER OF
LINDA H. RUSSELL
n
~~
~' -~-,
~ --~_
I-" ^F.~
c%~
`.J r
~ .
r
=:-~
~.
z
WHEREAS, RICHARD L. RUSSELL (the "Decedent") died on January 19, 2012, a
~~....a
r~..j
c-~
-~
~~
••
resident of Cumberland County, Pennsylvania, leaving a Will dated August 3, 1999 which was
probated on September Z$ , 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 Morgan Stanley
Smith Barney (the "Morgan Stanley 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 Morgan Stanley
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 Morgan Stanley 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
.~~%
.T ~-~
~~i {
`~ .
. ' i._.,
i f
'~}
i
_ : _-
__ i_'~A
..._.
~.~
Page 1 of 4
W
of the Morgan Stanley 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.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
October, 2012.
~~
LIN A H. RUSSELL
STATE OF PENNSYVANIA
DAUPHIN COUNTY
ss.
I CERTIFY that on October /~~, 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.
~; ~~~~
COMMONWEALTH O~ PENNSYL1fANIA
Natarlal Seal
Bonita L. Getz, Notary Public
Susquehanna Twp., Dauphin County
My Commission Expires May 16, 2016
MEMBER, PENNSYLVANIA ASSOCIATION OF NOTARIES
Page 2 of 4
RECEIPT
of October
Receipt of the foregoing disclaimer is hereby acknowledged this ~~ y ,
2012.
L A H. RUSSEL
Executrix of Estate of Richard R.
Russell
Page 3 of 4
SCHEDULE A
Richard Russell IRA- MSSB ACCOUNT NUMBERS
- 628-6K235
- 628-6AABP
- 628-6AABE
- 628-6AABF
- 628-6184K
Page 4 of 4