My grandfather passed away several years ago and did not leave a will; one of my uncles is the executor of the estate, and both of my parents are also deceased, so I am an heir to the estate. I was out of contact with the executor until recently and the estate has not been resolved or closed (there is real estate property that has not yet been sold). I am not interested in the inheritance and would like to disclaim any and all rights to it. I have not received any proceeds from the estate to date. Is there a form I can file that will allow me to do this?
I agree with my colleagues. There is no pre-printed form. I would contact the attorney for the executor and notify him/her of your desire to disclaim your interest and I would have the attorney draw up the paperwork for you to do so.
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I do not believe that Michigan has a form that you can use. However, you, or the personal representative, can easily create a disclaimer. The caption would be "disclaimer". You would then make a written statement: "I disclaim any interest in the estate of _________________." You would then sign the statement, print your name under your signature and provide your address and telephone number. This document would then be signed and then filed with with the probate registrar in the County where the estate is located.
I am licensed to practice law in Michigan and Virginia and regularly handle cases of this sort. My answering your question does not establish an attorney-client relationship. You should consult a lawyer so you can tell the lawyer the entire situation and get legal advice that is precisely tailored to your case.
Estate Planning Attorney
I agree with Attorney Conway-but
It would be best for an attorney to prepare
and discuss the do and dont's, and timing
issues and file it for you.
You might have a timing issue concerning a disclaimer(at least on the federal tax level).
The answer given does not imply that an attorney-client relationship has been established and your best course of action is to have legal representation in this matter.