Disclaimer of Interest - Pennsylvania

Pennsylvania · Fillable PDF · Free

A disclaimer lets a person refuse an inheritance, gift, trust share or beneficiary payment, so it passes to the next person in line as if the disclaimant had died first. People use it for tax planning or to let an inheritance go to their children. A disclaimer lets a person refuse an inheritance, gift, trust share or beneficiary payment, so it passes to the next person in line as if the disclaimant had died first.

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Who this form is for

  • A disclaimer lets a person refuse an inheritance, gift, trust share or beneficiary payment, so it passes to the next person in line as if the disclaimant had died first. People use it for tax planning or to let an inheritance go to their children.

What you'll need

  • The original Disclaimer of Interest - Pennsylvania packet and its instructions.
  • The names, dates and supporting records identified in this packet.
  • Acceptable identification if a notarial act is requested; arrange any required qualified witnesses.

How to complete it

  1. Describe the interest exactly Name the decedent or donor, the source, and the property.
  2. Choose all or part You may disclaim all or a stated part. Do not accept any benefit from it first.
  3. Act quickly For federal tax purposes a disclaimer generally must be made within nine months of the death or transfer.
  4. Sign before a notary and deliver it Deliver it to the executor, trustee or account holder. Record it if real estate is involved.

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These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.

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