Acknowledgement of Confirmation of Termination of Interest of Deceased Life Tenant in Real Property
Instructions
Directions for completing the Form:
Top of page: Under return to: Print in the names of the remainderman/declarant and mailing address of each.
- As the surviving remainderman: List the name of the person(s) entitled to the property held in the life estate. In other words, list the name of each of the remainderman.
- At (2): On line 1 print the full name of the life tenant as it appears in the life estate deed. On line 2 print the date of death listed on the death certificate of the deceased life tenant.
- Write in the name of the county where the property is located.
- Legal Property Description: Write the exact legal description of the property provided on the latest deed. You may attach on a separate piece of paper if the legal description exceeds the available space.
- Repeat the name of the county where the real property in the life estate is located.
- A federal estate tax return does not need to be filed unless the estate during 2023 exceeds $12.92 million.
- Signature(s) of the remainderman/declarant. Have each remainderman/declarant sign the document on the appropriate line.
- Has the information for the Notary to complete.
Note: For this form to effectively terminate the interest of a deceased life tenant, it must be recorded with the County Clerk and Recorder’s office where the land is located. There is a recording fee of $8.00 per page if the form is standard. The form meets statutory standard requirements found in § 7-4-2636 MCA.
