[WSBAPT] intestate mom, unequal inheritance to two sisters?

[Philip N. Jones]

A disclaimer avoids gift tax consequences.  Are these people actually concerned about the gift tax?
Phil Jones

Philip N. Jones
Duffy Kekel LLP
Portland, OR
pjones at duffykekel.com
(503) 853-1482 cell

On Jan 13, 2021, at 6:48 PM, Kira Rubel <kira at theharborlawgroup.com> wrote:


Hi, list!  I am dealing with an intestate probate where the two sisters have agreed between themselves how to inherit the assets from mom. Older sister only wants 25% of the mom's residence upon sale, and nothing else.

The assets consist of a checking account and the residence, but not much else. There are no non-probate assets.  There are no debts to speak of.  As far as I know, you cannot "disclaim" only a portion of your inheritance, correct? Or am I missing something?

Many thanks!

Kira M. Rubel, Esq.

*Licensed in CA and WA
[https://drive.google.com/a/theharborlawgroup.com/uc?id=1E57YB_h2v4LJLf-5LkuttKj5KjL212Bk&export=download]

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(formerly, Law Office of Kira M. Rubel)
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Tel.  (253) 358-2215 | (800) 836-6531
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