Montana Code Annotated
Part 8. General Provisions Concerning Probate and Nonprobate Transfers
72-2-829. When disclaimer barred or limited

72-2-829. When disclaimer barred or limited. (1) A disclaimer is barred by a written waiver of the right to disclaim.
(2) A disclaimer of an interest in property is barred if any of the following events occur before the disclaimer becomes effective:
(a) the disclaimant accepts the interest sought to be disclaimed;
(b) the disclaimant voluntarily assigns, conveys, encumbers, pledges, or transfers the interest sought to be disclaimed or contracts to do so; or
(c) a judicial sale of the interest sought to be disclaimed occurs.
(3) A disclaimer, in whole or part, of the future exercise of a power held in a fiduciary capacity is not barred by its previous exercise.
(4) A disclaimer, in whole or part, of the future exercise of a power not held in a fiduciary capacity is not barred by its previous exercise unless the power is exercisable in favor of the disclaimant.
(5) A disclaimer is barred or limited if so provided by law other than 72-2-817 through 72-2-833.
(6) A disclaimer of a power over property which is barred by this section is ineffective. A disclaimer of an interest in property which is barred by this section takes effect as a transfer of the interest disclaimed to the persons who would have taken the interest under 72-2-817 through 72-2-833 had the disclaimer not been barred.
History: En. Sec. 51, Ch. 313, L. 2019.

Structure Montana Code Annotated

Montana Code Annotated

Title 72. Estates, Trusts, and Fiduciary Relationships

Chapter 2. Upc -- Intestacy, Wills, and Donative Transfers

Part 8. General Provisions Concerning Probate and Nonprobate Transfers

72-2-801. Renumbered 72-2-412

72-2-802. Renumbered 72-2-413

72-2-803. Renumbered 72-2-414

72-2-804. Renumbered 72-2-415

72-2-805. through 72-2-810 reserved

72-2-811. Repealed

72-2-812. Effect of divorce, annulment, or decree of separation

72-2-813. Effect of financial exploitation or homicide on intestate succession, wills, trusts, joint assets, life insurance, and beneficiary designations

72-2-814. Revocation of probate and nonprobate transfers by divorce -- no revocation by other changes of circumstances

72-2-815. Reformation to correct mistakes

72-2-816. Modification to achieve transferor's tax objectives

72-2-817. Short title

72-2-818. Definitions

72-2-819. Scope

72-2-820. Sections supplemented by other law

72-2-821. Power to disclaim -- general requirements -- when revocable

72-2-822. Disclaimer of interest in property

72-2-823. Disclaimer of rights of survivorship in jointly held property

72-2-824. Disclaimer of interest by trustee

72-2-825. Disclaimer of power of appointment or other power not held in fiduciary capacity

72-2-826. Disclaimer by appointee, object, or taker in default of exercise of power of appointment

72-2-827. Disclaimer of power held in fiduciary capacity

72-2-828. Delivery or filing

72-2-829. When disclaimer barred or limited

72-2-830. Tax qualified disclaimer

72-2-831. Recording of disclaimer

72-2-832. Application to existing relationships

72-2-833. Relation to electronic signatures in global and national commerce act