Fill and Sign the New York Joint Tenancy Form

SURROGATE’S COURT OF THE STATE OF NEW YORK COUNTY OF       --------------------------------------------------------------------------- Estate of RENUNCIATION AND DISCLAIMER OF JOINT       , TENANT INTEREST (Entire Interest of Joint Tenant) Deceased. File No.       --------------------------------------------------------------------------- I. Pursuant to the New York State Consolidated Laws, Chapter 17-B, Article 2, Part 1, the undersigned,       , the surviving joint tenant with right of survivorship, chooses to exercise his/her right to disclaim any and all interests he/ she may have in any property or interest that is the subject of a joint tenancy devolving to him/her because of the death of the decedent. II. The undersigned, as the surviving joint tenant, has an interest in the property of       (the decedent) who died on       . III. The undersigned attests that the disclaimer of the property interest will be filed no later than nine months after the death of the decedent. IV. As a joint tenant with right of survivorship, the undersigned has an interest in the following property:       . - 1 - V. Pursuant to applicable law of New York State, and the Internal Revenue Code of 1986, if applicable, the undersigned hereby renounces and disclaims any interest or right to the property or asset of the deceased described in paragraph IV. VI. The property devolves to others pursuant to the provisions of applicable State law as though the undersigned had predeceased the decedent. VII. This renunciation and disclaimer shall for all purposes be deemed to relate back to the date of decedent's death and is an irrevocable refusal to accept that property effected hereby, and is hereby delivered to the personal representative, executor or executrix of the decedent. DATED this ______ day of __________________ , 20 ______ . Signature       Type or Print Name STATE OF NEW YORK COUNTY OF __________________ On the ______ day of __________________ in the year 20 ______ before me, the undersigned, personally appeared ______________________________ , personally known to me or proved to me on the basis of satisfactory evidence to be the individual(s) whose name(s) is (are) subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their capacity (ies), and that by his/her/their signature(s) on the instrument, the individual(s), or the person upon behalf of which the individual(s) acted, executed the instrument. Notary Public - 2 - My commission expires:       Type or Print Name I certify that on the ______ day of __________________ , 20 ______ , I delivered a true copy of the Renunciation and Disclaimer of Property by personal delivery, registered mail, and/or certified mail to ________________________________________________ (name and address), the personal representative, executor, executrix, or other fiduciary of the decedent. DATED this the ______ day of __________________ , 20 ______ .       Signature of Party       Printed Name       Address       City, State, and Zip       Telephone Number Receipt of an executed copy of the above Renunciation and Disclaimer is acknowledged this ______ day of __________________ , 20 ______ . Signature       Type or Print Name Personal Representative/Executor/Executrix - 3 - SURROGATE’S COURT OF THE STATE OF NEW YORK COUNTY OF       --------------------------------------------------------------------------- Estate of AFFIDAVIT IN RELATION TO RENUNCIATION AND DISCLAIMER OF PROPERTY       , (Life Insurance or Annuity Contract) Deceased. File No.       --------------------------------------------------------------------------- STATE OF NEW YORK ) ) ss.: COUNTY OF       ) I,       , being duly sworn, depose and say: (1) My domicile is       (Street Address) (City/Town/Village)       (County) (State) (Zip) (Telephone Number) My mailing address is       (If different from domicile) (2) Pursuant to § 2-1.11(b)(2), I hereby affirmatively state that I have not received and I am not to receive any consideration in money or money’s worth for the attached Renunciation from a person or persons whose interest is to be accelerated, unless payment has been authorized by the Court. Signature of Affiant Print Name Sworn to before me on __________________ , 20 ______ Notary Public Affidavit in Relation to Renunciation and Disclaimer of Property Page 1 of 1