Bethesda, MD asked in Probate for District of Columbia

Q: How do I formulate a disclaimer for a particular bank account that is moved to probate (Washington, DC)

Example: xyz account with 10,000 is transferred to the estate account.

I want to disclaim the xyz account for myself, but the remainder of the estate

should still get distributed according to the intestate rules.

How do I properly formulate this so that it is accepted by the probate court

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1 Lawyer Answer
Richard Sternberg
Richard Sternberg
  • Probate Lawyer
  • Potomac, MD
  • Licensed in District of Columbia

A: It's probably worth a few hundred dollars to have a lawyer draft it for you, but there is a probate form that depends on the date of the decedent's demise. You'll need to specify the account involved in a sufficiently precise manner, and that's where the lawyer comes in.

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