HomeMy WebLinkAbout04-18-06
COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2106-0156
ESTATE OF JULIE A. RUSS, DECEASED
DISCLAIMER
I , DIANE E. RUSS, hereby exercise the rights granted to me in Chapter 62 of the
Pennsylvania Probate, Estates and Fiduciaries Code, 20 Pa.C.S. SS6201-6207, and I
hereby disclaim any and all interest which I may have in the account at Marine Federal
Credit Union, c/o P.O. Box 1551, Jacksonville, NC 28541-1551, account number 21441,
having a date-of-death balance of approximately $189,150, 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. S2518, as well as complying with Pennsylvania property
law and inheritance tax requirements:
1. Disclaimant, DIANE E. RUSS, 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 of the first joint tenant, Julie A.
Russ, who died on 26 November 2005.
3. The surviving co-tenant and disclaimant herein, DIANE E. RUSS, 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 retufu for making this
disclaimer. Disclaimant's interest herein shall completely.pass to a person
other than the Disclaimant.. ,.. I
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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 distribut':lble 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. 96204, I have hereunto set my hand this ? 'f!I day of Mafeh,
2006. n 1fJ/LII...-.
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DIANE E. RUSS
74 Glen Hill Road
Wilton, CT 06897-2422
Signed and Delivered
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STATE OF CONNECTIGUT
COUNTY OF F c4,~ ~~J J
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On this { day ofMMeh, 2006, personally appeared the above named DIANE E.
RUSS, 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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Notary Public
SHANTi F' i::;t.:;jJ~tr
NOTARY' Z:"";;-'6l"IC
MY COMMISSION EXPIF~-'. 'lEe. 31,200.