HomeMy WebLinkAbout03-13-06
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COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2106-0156
ESTATE OF JULIE A. RUSS, DECEASED
DISCLAIMER
I , JULIANNE R. DANIELS, hereby exercise the rights granted to me in Chapter 62 of
the Pennsylvania Probate, Estates and Fiduciaries Code, 20 Pa.C.S. ~~6201-6207, and I
hereby disclaim any and all interest which I may have in the savings account at Orrstown
Bank, c/o 427 Stonehedge Drive, Carlisle, PA 17013, account number 706002046,
having a date-of-death balance of approximately $98,500, and which is jointly titled in
the names of the decedent, Julie A. Russ, who died on 26 November 2005, and myself,
the surviving joint tenant with right of survivorship.
This disclaimer is intended to serve as a "qualified disclaimer" for federal tax purposes
under the provisions of I.R.C. ~2518, as well as complying with Pennsylvania property
law and inheritance tax requirements:
1. Disclaimant, JULIANNE R. DANIELS, hereby makes an irrevocable refusal
in writing of all interests in said account to which she may be legally entitled.
This refusal is not subject to any qualifications or conditions, and does not
prejudice the rights of any creditors.
2. This disclaimer is timely made within the nine-month time limit prescribed for
the delivery of a valid disclaimer by appropriate filing and delivering prior to
the expiration of nine months after the death ofthe first joint tenant, Julie A.
Russ, who died on 26 November 2005.
3. The surviving co-tenant and disclaimant herein, JULIANNE R. DANIELS,
made no contribution and furnished no consideration to the said account,
which was established jointly for purposes of convenience and intended to
serve in effect as a convenience account belonging solely to the decedent,
Julie A. Russ.
4. The Disclaimant has never exercised any affirmative action in a manner
consistent with ownership, neither accepting any interest nor taking any
benefits from the disclaimed account.
5. There has been no consideration exchanged in return for making this
disclaimer. Disclaimant's interest herein shall completely pass to a person
other than the Disclaimant..
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It is requested that subject account thus be deemed an individual account of the
decedent's alone. I wish that the proceeds therefrom be administered by the personal
representative strictly in accordance with the foregoing declarations in order to
redistribute the assets of this estate, enabling each beneficiary/intestate heir of the same
degree to receive exactly equal shares of the total distributable assets of the estate.
IN WITNESS WHEREOF, and intending to be legally bound hereby, and intending that
this Disclaimer shall be filed of record in the Office of the Clerk of the Orphans' Court
Division of the Court of Common Pleas of Cumberland County Pennsylvania, as
provided in 20 Pa.C.S. S6204, I have hereunto set my hand this /~ rt.... day of March,
2006.
'--<cL I< ' lJ-t<-t,-~t<./) (SEAL)
Jut A E R. DANIELS
146 Goodyear Road
Gardners, P A 17324
Signed and Delivered
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COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND
)
On this I"YIA. day of March, 2006, personally appeared the above named JULIANNE
R. DANIELS, who is known (or has been satisfactorily identified) to me to be the person
whose name is subscribed to the foregoing disclaimer and acknowledged that she
executed the same for the purposes therein specified; and further stated that she desired
that such disclaimer be recorded as such.
,.---
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NOTARIAl SEAl
WIGINIA H DANIELS
Notary PubIc
CMlIILfIOROUGH. CUWERlANDCOlH'Y
Mv CamrnIIIIoI. fxpIIes Nov 17. 2008