Santa Cruz County Disclaimer of Interest (Beneficiary) Form

An Arizona beneficiary who does not want the property coming to them signs a Disclaimer of Interest, and what follows is a refusal rather than a conveyance. ARS 14-10005(F) puts it plainly: a disclaimer made under the Uniform Disclaimer of Property Interests Act is not a transfer, assignment or release. This version of the form fixes a single configuration. One individual disclaimant, taking as a beneficiary named in the instrument that created the interest, refuses the entire interest in one described parcel of Arizona real property, and the form prints that capacity and that scope as fixed text.

A refusal, not a conveyance

Nothing moves from the disclaimant to a chosen recipient, so the form names no grantee and recites no consideration. ARS 14-10006 supplies the destination instead: a disclaimed interest passes under any provision of the creating instrument that disposes of a disclaimed interest, and otherwise as if the disclaimant had died immediately before the time of distribution. The refusal belongs to the disclaimant; the destination belongs to the document and the statute.

The creating instrument sets the clock

ARS 14-10006(A)(1) measures the effective moment of a disclaimer from the time the instrument creating the interest became irrevocable, which for a will or a death-triggered designation is the creator's death. Section 2 of the form is built around that fact. It identifies the instrument by type and date, names the decedent or other creator, records the date of death or the date the instrument became irrevocable, and takes a recording reference where that instrument is itself of record.

Delivery makes it effective, recording puts it in the chain of title

Two steps, two destinations, and the form has a place for each. ARS 14-10005(C) describes an effective disclaimer as one in a writing or other record that declares the disclaimer, describes the interest disclaimed, is signed by the person making it, and is delivered or filed as ARS 14-10012 provides. That section sends the disclaimer to the personal representative, to the trustee, to the person obligated to distribute the interest, or to a court, according to how the interest arose, and Section 6 records who received it and on what date. Recording is the title side: ARS 33-411(A) keys the notice effect of an instrument affecting real property to recording in the county where the land lies, which is where a later buyer, lender, or title examiner meets the refusal.

One disclaimant, one certificate, the whole interest

The configuration is printed rather than optional. The form carries one signature block for one individual disclaimant, one acknowledgment certificate for that signer, a recited capacity of a beneficiary named in the creating instrument signing in their own right and not as a fiduciary, and an operative sentence reaching the entire interest with no partial share entry. A devisee under a will who lets a parcel fall to the takers who follow, and a person named in a recorded death-triggered designation who declines the property at the owner's death, present the single beneficiary pattern this form recites. A fiduciary disclaiming under ARS 14-10005(B), a surviving joint owner refusing survivorship rights under ARS 14-10007, and a disclaimer of a power of appointment follow other patterns this form is not set up to carry, and a disclaimer of a defined fraction or percentage under ARS 14-10005(D) is drafted rather than completed here.

At the Arizona recording counter

ARS 11-480 governs the page itself: a caption stating the nature of the instrument, print no smaller than ten point type, a sheet no larger than 8.5 by 14 inches, and the top two inches of the first page reserved for recording information, the left three and one half inches of it available for the requester name and return address. This form prints on letter size paper at twelve point type inside those limits, and its acknowledgment carries the record identification block ARS 41-264(F) describes. The Affidavit of Property Value under ARS 11-1133 is keyed to deeds evidencing a transfer of title and to contracts relating to the sale of real property, and a disclaimer is neither, so this form carries no exemption notation on its face.

Whether the search term is a disclaimer of interest, a renunciation, or refusing an inheritance in Arizona, the package delivers three files: the fillable disclaimer form, a completed example worked through an Arizona fact pattern, and a guide covering the statute, the entries section by section, delivery, notarization, and recording. The materials are informational and are not legal advice.