Estate Questionnaire New Jersey Decedent Page 2
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29.
WHAT IS THE TOTAL APPROXIMATE AMOUNT OF UNPAID DECEDENT DEBTS?
______________________________________
IS ANY CLAIM OR ACTION PENDING OR THREATENED, TO YOUR KNOWLEDGE, BY ANY CREDITOR?
YES
NO IF YES, STATE PARTICULARS.
__________________________________________________________________________________
10. HAVE NEW JERSEY TRANSFER INHERITANCE TAXES, IF ANY, BEEN PAID?
YES
NO
IF YES, WHAT AMOUNT? ___________________
HAS AN INHERITANCE TAX WAIVER BEEN RECORDED?
YES
NO
IF NO, STATE THE ESTIMATED AMOUNT OF NJ INHERITANCE TAX DUE ON THE ESTATE
___________________________________________
11. HAVE NEW JERSEY ESTATE TAXES, IF ANY, BEEN PAID?
YES
NO
IF YES, WHAT AMOUNT? ___________________
HAS AN NEW JERSEY ESTATE TAX WAIVER BEEN RECORDED?
YES
NO
IF NO, STATE THE ESTIMATED AMOUNT OF NJ ESTATE TAX DUE ON THE ESTATE
___________________________________________
12. HAVE FEDERAL ESTATE TAXES, IF ANY, BEEN PAID?
YES
NO
IF YES, WHAT AMOUNT? ___________________
HAS A CLOSING LETTER (IRS FORM LETTER 627) BEEN RECEIVED FROM THE IRS? ( ) YES ( ) NO
IF NO, STATE THE ESTIMATED AMOUNT OF FEDERAL ESTATE TAX DUE ON THE ESTATE
___________________________________________
13. HAS DISTRIBUTION OF ANY ESTATE ASSETS BEEN MADE?
YES
NO
IF YES, PLEASE GIVE DETAILS. _________________________________________________________
_______________________________________________________________________________________
THE ABOVE INFORMATION IS SUBMITTED TO ______________________________________________ (Title Insurance and/or Settlement Agency) AND
________________________________(Title Insurance Underwriter) KNOWING IT WILL BE RELIED UPON TO ISSUE A POLICY OF TITLE INSURANCE
AFFECTING PREMISES OWNED BY THE DECEDENT INSURING AGAINST COLLECTION OF ANY DEBTS OF DECEDENT OUT OF PREMISES IN
QUESTION AND ANY TAXES DUE FROM THE ESTATE. THE UNDERSIGNED HEREBY REPRESENTS AND WARRANTS THAT ALL OF THE
DECEDENT’S DEBTS HAVE OR WILL BE PAID, AND ALL NEW JERSEY INHERITANCE TAXES, NEW JERSEY ESTATE TAXES AND FEDERAL
ESTATE TAXES HAVE OR WILL BE PAID.
DATED: __________________________, 20 _____
ESTATE OF ______________________________________, deceased
WITNESS:
___________________________________________
Signed:_______________________________________________
Print name of Personal Representative:
Address: ______________________________________________
______________________________________________________
Telephone: ____________________________________________
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