Montgomery County Disclaimer of Interest Form (Pennsylvania)

All Montgomery County specific forms and documents listed below are included in your immediate download package:

Disclaimer of Interest Form

Montgomery County Disclaimer of Interest Form

Fill in the blank form formatted to comply with all recording and content requirements.
Included Montgomery County compliant document last validated/updated 9/2/2024

Disclaimer of Interest Guide

Montgomery County Disclaimer of Interest Guide

Line by line guide explaining every blank on the form.
Included Montgomery County compliant document last validated/updated 8/23/2024

Completed Example of the Disclaimer of Interest Document

Montgomery County Completed Example of the Disclaimer of Interest Document

Example of a properly completed form for reference.
Included Montgomery County compliant document last validated/updated 8/7/2024

When using these Disclaimer of Interest forms, the subject real estate must be physically located in Montgomery County. The executed documents should then be recorded in the following office:

Montgomery County Recorder of Deeds

One Montgomery Plaza, Swede and Airy Streets, Suite 303 / PO Box 311, Norristown, Pennsylvania 19404-0311

Hours: 8:30 to 4:15 M-F

Phone: (610) 278-3289

Local jurisdictions located in Montgomery County include:

  • Abington
  • Ambler
  • Arcola
  • Ardmore
  • Audubon
  • Bala Cynwyd
  • Blue Bell
  • Bridgeport
  • Bryn Athyn
  • Cedars
  • Cheltenham
  • Collegeville
  • Colmar
  • Conshohocken
  • Creamery
  • Dresher
  • Eagleville
  • Earlington
  • East Greenville
  • Elkins Park
  • Fairview Village
  • Flourtown
  • Fort Washington
  • Franconia
  • Frederick
  • Gilbertsville
  • Gladwyne
  • Glenside
  • Green Lane
  • Gwynedd
  • Gwynedd Valley
  • Harleysville
  • Hatboro
  • Hatfield
  • Haverford
  • Horsham
  • Huntingdon Valley
  • Jenkintown
  • King Of Prussia
  • Kulpsville
  • Lafayette Hill
  • Lansdale
  • Lederach
  • Mainland
  • Merion Station
  • Mont Clare
  • Montgomeryville
  • Narberth
  • Norristown
  • North Wales
  • Oaks
  • Oreland
  • Palm
  • Pennsburg
  • Perkiomenville
  • Plymouth Meeting
  • Pottstown
  • Red Hill
  • Royersford
  • Salford
  • Salfordville
  • Sassamansville
  • Schwenksville
  • Skippack
  • Souderton
  • Spring House
  • Spring Mount
  • Sumneytown
  • Telford
  • Tylersport
  • Valley Forge
  • West Point
  • Willow Grove
  • Worcester
  • Woxall
  • Wyncote
  • Wynnewood
  • Zieglerville

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Montgomery County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Montgomery County using our eRecording service.
Are these forms guaranteed to be recordable in Montgomery County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Montgomery County including margin requirements, content requirements, font and font size requirements.

Can the Disclaimer of Interest forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Montgomery County that you need to transfer you would only need to order our forms once for all of your properties in Montgomery County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Pennsylvania or Montgomery County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Montgomery County Disclaimer of Interest forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

A beneficiary of an interest in property in Pennsylvania can disclaim all or part of a bequeathed interest in, or power over, that property under 20 PA Stat. Cons. Ch. 62. This document must be in writing, declared a disclaimer, signed by the disclaimant or a legally authorized representative, and describe the disclaimed property or portion of it ( 6201).

The disclaimer must be delivered to the transferor, donor or representative, trustee or person who has legal title. In the case of an interest passing by death, an executed counterpart may be filed with the clerk of the court in the county where the estate is or will be administered. If it pertains to real property, it may also be recorded with office of the recorder in the county where the property is situated ( 6204).

Even though the Pennsylvania statutes stipulate no time limit to the delivery, the disclaimer must be received no later than 9 months after the transfer is made (e.g. date of death) in order to comply with IRS regulations. In addition, the disclaimer is invalid if the disclaimant has accepted the property, i.e., performed any affirmative act that is consistent with ownership of property, such as acceptance, transfer, or sale of it ( 6206 (a)). A partial acceptance within six months does not preclude a disclaimer ( 6206 (b)).

Once effective, the disclaimer is irrevocable and binding to the disclaimant and all who claim under him or her (( 6205). Be sure to consult an attorney when in doubt about the drawbacks and benefits of disclaiming inherited property.

(Pennsylvania DOI Package includes form, guidelines, and completed example)

Our Promise

The documents you receive here will meet, or exceed, the Montgomery County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Montgomery County Disclaimer of Interest form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

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Ryan J.

September 5th, 2024

This was an excellent experience. The jurisdiction I was registering the Deed with, entrusts Deeds.com with their filing needs. And the staff held my hand through the process, and worked to submit the best package, and the Deed was successfully recorded.

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August 31st, 2024

The form I needed were easy to find. And very affordable. Great service.

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August 31st, 2024

The form cost was reasonable - it helped me organize my thoughts and write things down to help minimize the attorney fees.

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Nancy O.

July 27th, 2023

Outstanding forms and service. Liked that the main deed forms were PDF so I could fill them out on my laptop, in my own time, instead of some online Q/A auto populate system. Guide was helpful, as was the completed sample. Used the erecording service to file the deed, amazing.

Reply from Staff

Thank you for your wonderful review Nancy! Our team takes pride in providing helpful resources, and we are pleased that the guide and completed sample were beneficial to you throughout the process. Making the deed filing journey smoother for our users is always our top priority.

Michael C.

January 4th, 2023

Overall positive experience; especially liked immediate access to downloaded documents and instructions. My only concern was lack of adequate space in portions of your beneficiary deed blank form which then required me to use 3 exhibits to complete all necessary documents for the county recorders office. Assuming they accept them I will call this a strong win. Thanks.

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August 19th, 2021

Excellent service

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November 15th, 2023

Fantastic service, easy to use, and supported the entire way through every process. Excellent service!

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LEON S.

November 16th, 2019

recorded deed space to small for corrective deed requirement

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August 14th, 2020

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April 13th, 2023

I needed a specific form. I found it, printed it and saved myself $170 because I didn't need a lawyer. Thank you

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November 24th, 2020

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June 24th, 2020

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May 31st, 2019

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April 19th, 2020

Really great experience. Thanks!

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January 27th, 2022

Worked very well

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