Form Et 12 - Application For Consent To Transfer Property Or Other Interest Of A Resident Decedent (Ohio Revised Code 5731.39)/form Et 14 - Resident Tax Release (Ohio Revised Code 5731.39) Page 2

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ET 12
Rev. 5/12
Page 2
D. The gross value of all property held in the decedent’s
A. Is the decedent’s estate in the process of administra-
name alone or owned jointly by decedent at death or
tion?
transferred by the decedent prior to death; including, but
Yes
No
not limited to: real estate; cash; automobiles; household
goods; insurance payable to an estate, pension plans and
B. Name and address of estate representative:
annuities payable after death including IRA and Keogh
plans (check according to date of death):
Date of death (DOD) Jan. 1, 2002 – Dec. 31, 2012
More than $338,333
Under $338,333
DOD on or after Jan. 1, 2001 thru Dec. 31, 2001
More than $200,000
Under $200,000
C. Name and address of attorney representing estate:
DOD on or after June 30, 1983 thru Dec. 31, 2000
More than $25,000
Under $25,000
Note: If the gross taxable estate is less than $25,000,
$200,000 or $338,333 on the applicable date of death, no
estate tax return is required to be fi led.
E.
I hereby certify that all statements made are correct to the best of my knowledge and belief.
(Please provide name, address and telephone number of person fi ling this application.)
Signature and title of applicant
(executor, administrator, survivor or attorney for same)
Address
City, state, ZIP code
Telephone number
Date submitted
Instructions for Completing Estate Tax Form 12
Note: A consent to transfer is not required for funds on deposit if the only benefi ciary is the surviving spouse. Effec-
tive Jan. 1, 2001, pursuant to the tax commissioner’s authorization, a consent to transfer is not required for funds
on deposit if the amount is $25,000 or less per account.
ET forms 12 and 14 will become obsolete for dates of death after Dec. 31, 2012.
H.B. 508, 129th General Assembly, revised R.C. section 5731.39. A tax release or consent
to transfer is not required for individuals with a date of death after Dec. 31, 2012.
If a release is required, follow these instructions.
A. Bank accounts and funds on deposit, including IRAs and Keogh plans, in a savings and loan association or other banking
institution – provide the following:
1. Name of institution
2. Amount on deposit as per last entry prior to death and date of last entry
3. Type of account
4. Identifying number and the manner in which the fund is registered
Bank books and certifi cates of deposit must accompany this application.

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