HomeMy WebLinkAbout12-08-05
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
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INRE:
ESTATE OF MILDRED E. BEALE,
DECEASED
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NO. 2005-00345 (21-05-03411))
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DISCLAIMER
The undersigned, D. PAUL BEALE ("Disclaimant"), being the husband
of MILDRED E. BEALE ("Decedent"), intending to be legally bound, makes the
following disclaimer:
Disclaimant hereby disclaims all right, title and interest he may have
in his survivorship interest the following assets:
1. Legg Mason Account #36304912, having a total value
at the time of Decedent's death of $89,787.79;
2. VanKampen Strategic Muni Income Class A Account
#39/2007638, having a value at Decedent's date of death
of $234,038.69;
3. 250 shares of the common stock of Pfizer, Inc., having a
date of death value of $13,355;
4. Certain real pmperty located at 4408 Royal Oak Road,
Camp Hill, Pennsylvania, having a date of death value
of $205,000.
All of the foregoing assets were owned by Decedent and Disclaimant as
tenants by the entireties. It is Disclaimant's intention, by this Disclaimer, to
disclaim fifty percent (50%) of the entire value of the property identified in this
Disclaimer, retaining unto himself the fifty percent (50%) interest which he already
owned at the time of the death of MILDRED E. BEALE.
Disclaimant also disclaims as to the assets described in this
Disclaimer, the special power of appointment granted to him under ITEM VI (c) of
the Last Will and Testament of MILDRED E. BEALE, which was duly admitted to
probate in the Court of Common Pleas of Cumberland County on April 13, 2005.
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Disclaimant does retain the special power of appointment as to the assets subject to
the power of appointment, other than those specifically identified in this
Disclaimer.
This Disclaimer is irrevocable and unqualified.
IN WITNESS WHEREOF, the undersigned has set his hand and seal
this 'Jih day of l'tC.J~~-I1'lb~" , 2005.
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VY~LJ[
D. PAUL BEALE
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COMMONWEALTH OF PENNSYLVANIA
COUNTYOF ~~
SS
On this, thel~day of \::e ~ , 2005, before me, a Notary Public, the
undersigned officer, personally appeared D. PAUL BEALE, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that he executed samp for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and notarial seal.
V~\)- ~c
Notary Public
My Commission Expires:
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
PA TRICIA 0 Ol Y ARNIK. Notary Public
Hampden Twp., Cumberland County
COmmission Expires A ust 27, 2009
HEATH L. ALLEN
N. DAVID RAHAL
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY. .JR.
.JOHN H. ENOS m
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
.JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
ELYSE E. ROGERS
CRAIG A. LONG YEAR
.JOHN A. FEICHTEL
DONALD M. LEWIS II[
ELIZABETH .J. GOLDSTEIN
STEPHANIE KLEINFELTER
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KEEFER WOOD ALLEN & RAHAL, LLP
ATTORNEYS AT LAW
415 FALLOWFIELD ROAD. SUITE 301
CAMP HILL. PA 17011-4906
ESTABLISHED IN 1878
OF COUNSEL:
SAMUEL C. HARRY
PHONE 717-612-5800
FAX 717-612-5805
HARRISBURG OFFICE:
210 WALNUT STREET
HARRISBURG. PA 17101
EIN No. 23-0716135
WWw.keeferwood.com
PHONE 717-255-8000
December 7, 2005
717-612-5808
cswindler@keeferwood.com
Via: Certified Mail
Cumberland County Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Mildred E. Beale
21-05-0345
Dear Sir/Madam:
Enclosed for filing is a Disclaimer pertaining to the above estate. Also
enclosed is a check in the amount of $5.00 in payment of your filing fee. Please time
stamp the extra copy of the Disclaimer and return it to me in the enclosed envelope.
Thank -,,'eu for your assistance.
Icds
Enclosure
91520
Sincerely yours,
KL ~ ,&Jrd/
~ D. Swindler
Legal Assistant to
Elyse E. Rogers