Form L-9 - Individual Tax Audit Branch Transfer Inheritance Tax September 1999
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1
2L-9
STATE OF NEW JERSEY
L-9
Form
DEPARTMENT OF THE TREASURY
(9-99)
DIVISION OF TAXATION
INDIVIDUAL TAX AUDIT BRANCH
TRANSFER INHERITANCE TAX
PO Box 249
Trenton, New Jersey 08695-0249
(609) 292-5033 / 5035 / 7147
RESIDENT DECEDENTS ONLY
RESIDENT DECEDENT AFFIDAVIT REQUESTING REAL PROPERTY TAX WAIVER
This form is not a waiver and is not to be filed with the county clerk.
Forward this form to the Division of Taxation in order to obtain a waiver.
Decedent’s Name________________________________________________________ Decedent’s S.S. No. ____________________________________
(Last)
(First)
(Middle)
Date of Death (mm/dd/yy) _____________________________ County of Residence _______________________________ Testate ¨
Intestate ¨
Name __________________________________________________ Daytime Phone (
) _____________________________
Mailing Address
to send all
Street _____________________________________________________________________________________________________
correspondence
City _________________________________________________ State ________________ Zip Code ________________________
A WAIVER WILL NOT BE ISSUED UNLESS
A COPY OF THE WILL, CODICILS, AND DEEDS OF TRUST IS SUBMITTED
To be used ONLY when the assets listed on the reverse side are passing to a member of one of the following groups, either by contract
(i.e. survivorship), the decedent’s will or the intestate laws of this state.
1. Parent and/or grandparent where the decedent’s date of death is on or after July 1, 1988;
2. Child, step-child, legally adopted child, or any issue of any child or legally adopted child
(includes a grandchild and a great-grandchild
but not a step-grandchild or a great-stepgrandchild) where
the decedent’s date of death is on or after July 1, 1988;
3. Surviving spouse where the decedent’s date of death is on or after January 1, 1985, AND;
The beneficiary succeeds to the assets by contract (e.g. survivorship) or the property is specifically bequeathed to said beneficiary, or
the property was not specifically bequeathed but ALL heirs at law by intestacy or ALL beneficiaries under the will are described in numbers
1 thru 3 above.
If there are ANY assets passing to ANY beneficiary other than a member of the class listed above, be advised that a complete Transfer
Inheritance Tax Return must be filed in the normal manner, listing all assets in the estate, including any which were acquired under an
affidavit or waiver, and all beneficiaries.
THIS FORM MAY BE USED ONLY WHEN ALL BENEFICIARIES ARE CLASS “A”, THERE IS NO TAX, AND THE ONLY
REASON TO FILE A RETURN WOULD BE FOR THE PURPOSE OF OBTAINING A WAIVER FOR REAL ESTATE.
I hereby request the release of the property listed on the reverse of this page.
I have listed the beneficiaries on the reverse of this page.
State of New Jersey
County of _________________________________ ss.
____________________________________________________________ being duly sworn, deposes and says that the foregoing statements are true to
the best of his/her information or belief.
______________________________________________________________
Subscribed and sworn before me this
Executor / Administrator / Joint Tenant
______________________________________________________________
_____________ day of ____________________, _______
Street Address
_______________________________________________
______________________________________________________________
Notary Public
Town/City
State
Zip
- See Reverse Side for Schedules and Instructions -
THIS FORM MAY BE REPRODUCED
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