Form L-4 - Individual Tax Audit Branch Transfer Inheritance And Estate Tax - 2008 Page 2

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2. The decedent in his lifetime made the following transfers of a material amount of his estate without receiving as consideration the
full financial value of the property transferred:
(List facts as to any such transfers, including dates, amounts, names and relationship of transferees to decedent. If made by deed
of trust, include copy thereof.) (Give ages of life tenants or annuitants.) (If decedent made no such transfers, state “NONE”.)
3. Decedent owned the following New Jersey real estate:
FULL
FULL
DESCRIPTION
ASSESSED VALUE
MARKET VALUE
$
$
(Indicate amount of any encumbrances on above parcels.)
4. All stocks and bonds of NEW JERSEY corporations or of banking institutions located in this State and brokerage accounts, which
are registered in the decedent’s name, are listed below. If held jointly, set forth exactly in whose names.
NAME OF COMPANY, NUMBER AND KIND OF SHARES
MARKET VALUE
$
(If any New Jersey securities are pledged as collateral, indicate the facts.)
Form L-4
Page 2

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