Download Free Print-Only PDF OR Purchase Interactive PDF Version of this Form
Affidavit Of Resident Decedent Requesting Real Property Tax Waiver(s) Form. This is a New Jersey form and can be use in Division Of Taxation Statewide.
Loading PDF...
Tags: Affidavit Of Resident Decedent Requesting Real Property Tax Waiver(s), L-9, New Jersey Statewide, Division Of Taxation
(02/18) Form L-9 Affidavit for Real Property Tax Waiver: Resident Decedent Use this form for dates of death on or after January 1, 2018. For dates of death before January 1, 2018, use Form L-9(A) This form can be completed by: The executor;Administrator; orJoint tenant of the property for which a waiver is requested.ELIGIBILITY All beneficiaries of this estate must be one of the following Class A beneficiaries: Spouse or civil union partner;Child (includes legally adopted child), grandchild, great-grandchild, etc.;Parent or grandparent;Step-child (but not step-grandchildren);Domestic partner (on or after 7/10/04).You may not use Form L-9 if any of the following conditions exist: The real estate was held as (jointly by spouse/civil union partner) and thespouse/civil union partner is surviving.Note: No waiver is needed for this property, and none will be issued; Any asset of the decedent valued at $500 or more passes to any beneficiary other than the Class Abeneficiaries listed above;The relationship of a mutually acknowledged child is claimed to exist;When there is any New Jersey Inheritance Tax or Estate Tax due.Note: If a trust agreement either exists or is created by the will, the Division may require a full return should the terms of the trust indicate a possible Inheritance Tax. A waiver would not then be issued from this form. REQUIRED DOCUMENTS: Copy of the Deed for the property listed on the form; administration);Copy of certificate.This form is not a tax waiver. Do not file with the County Clerk. Mail this completed form to: NJ Division of Taxation Inheritance and Estate Tax Branch 50 Barrack Street, 3rd Floor PO Box 249 Trenton, NJ 08695-0249 You can obtain more information about the use of Form L-9 by calling the Inheritance and Estate Tax Branch at (609) 292-5033 or by visiting the Division of Taxation website at www.njtaxation.org . This Form May Be Reproduced in its Entirety. American LegalNet, Inc. www.FormsWorkFlow.com (02/18) Form L-9 Decedents Name (Last) (First) (MI) SS No. Date of Death (mm/dd/yy) County of Residence This form may be used only if all beneficiaries are Class A, there is no New Jersey Inheritance or Estate Tax, and there is no requirement to file a tax return. Complete and Notarize Testate (with will) Intestate (no will) Mailing Address Name Phone ( ) To Send Street All Correspondence City State Zip Beneficiaries State full names of all who have an interest in the estate (vested, contingent, operation of law, transfer, etc.) Relationship to the Decedent Interest of Beneficiary in the estate (percentage or specific) Deponent (person making deposition) further states the following schedule contains the names of all beneficiaries who predeceased the decedent. Name Date of Death Domicile at Death State of: County of: , being duly sworn, has reviewed the information contained in this form and declares to the best of his/her knowledge it is true, correct, and complete. Deponent authorizes the party listed above to act as the estate's representative and to receive the waiver(s) requested herein. Subscribed and sworn before me this day of , 20 Affidavit of: Executor Administrator Joint Tenant (Signature of Notary Public or Attesting Officer) Signature of Deponent Address American LegalNet, Inc. www.FormsWorkFlow.com (02/18) County Street and Number Lot Block Municipality Owner(s) of Record ( i f decedent owned a fractional interest, state how held and fractional value thereof) : County Street and Number Lot Block Municipality Owner(s) of Record ( i f decedent owned a fractional interest, state how held and fractional value thereof) : County Street and Number Lot Block Municipality Owner(s) of Record ( i f decedent owned a fractional interest, state how held and fractional value thereof) : Riders May Be Attached When Necessary This form will be returned if it is not fully and properly completed and/or it does not have the required attachments. Include all of the required documentation with this form: and any trust agreements; Copy of the Deed for the property listed on the form; administration); certificate. Description of New Jersey Real Estate Description of New Jersey Real Estate Description of New Jersey Real Estate American LegalNet, Inc. www.FormsWorkFlow.com