Form It-Estate - Resident Decedent Estate Tax Return
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14IT-Estate
STATE OF NEW JERSEY
(2-12)
(68) For Division Use Only
Resident Decedent
Transfer Inheritance Tax
ESTATE TAX RETURN
PO Box 249
Trenton, NJ 08695-0249
(Instructions on reverse side)
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__________________
Column A
Column B
FOR DIVISION USE ONLY
Simplified Form
Form 706 (2001)
Check Tax Method Selected and Complete Column A or Column B
1. Enter the Gross Estate from line 5 of the New Jersey Form IT-R on line 1(a) OR the Gross
Estate from page 1 line 1 of the 2001 Form 706 on line 1(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1(a)
1(b)
2. Enter Deductions from line 6 of the New Jersey Form IT-R on line 2(a) OR Deductions from
page 1 line 2 of the 2001 Form 706 on line 2(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2(a)
2(b)
3. Enter the Net Estate from line 7 of the New Jersey Form IT-R on line 3(a) OR the Taxable
Estate from page 1 line 3 of the 2001 Form 706 on line 3(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3(a)
3(b)
4. Enter Taxable assets not included as part of New Jersey inheritance tax Net Estate from
line 3 Part C of Schedule E-1 attached . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4(a)
5. Enter Deductions from line 12 of Schedule E-2 attached . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5(a)
6. Enter Adjusted Taxable Gifts from page 1 Line 4 of the 2001 Form 706 . . . . . . . . . . . . . . . . . . . . . .
6(b)
7. Taxable Value - Add lines 3(a) and 4(a) and subtract line 5(a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7(a)
8. Enter Total Gift Taxes payable from page 1 line 9 of the 2001 Form 706 . . . . . . . . . . . . . . . . . . . . . .
8(b)
9. Enter the Allowable Unified Credit from page 1 line 13 of the 2001 Form 706 . . . . . . . . . . . . . . . . .
9(b)
10. Tentative New Jersey Estate Tax - If taxable value is reported on line 7(a), use the attached work-
sheet to determine the tax and enter the tax so determined on line 10(a). If taxable estate is
reported on line 3(b), enter the amount from page 1 line 15 of the 2001 Form 706 on line 10(b) . . . 10(a)
10(b)
11. Credit for New Jersey Inheritance Tax Paid (DO NOT INCLUDE INTEREST OR PENALTY) . . . . . . 11(a)
11(b)
12. Enter the portion of the tax attributable to property located outside of New Jersey
from line 4 of Schedule E-3 attached. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12(a)
12(b)
13. Net New Jersey Estate Tax Due - line 10(a) minus lines 11(a) and 12(a) OR line 10(b) minus
lines 11(b) and 12(b) (if less than zero, enter zero) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13(a)
13(b)
14. Interest and Penalty Due (See instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14(a)
14(b)
15. Total Amount Due - Add lines 13(a) and 14(a) OR lines 13(b) and 14(b) . . . . . . . . . . . . . . . . . . . . . 15(a)
15(b)
16. Payment on Account (if any) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16(a)
16(b)
17. If line 16(a) is LESS THAN line 15(a) OR line 16(b) is LESS THAN line 15(b),
Enter BALANCE DUE - PAY THIS AMOUNT WITH FORM ET-PMT . . . . . . . . . . . . . . . . . . . . . . . . . 17(a)
17(b)
18. If line 16(a) is MORE THAN line 15(a) OR line 16(b) is MORE THAN line 15(b),
ENTER REFUND AMOUNT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18(a)
18(b)
Affiant declares, under penalty of perjury:
I have examined this return and all accompanying documents and to the best of my knowledge and belief, it is true, correct and complete. I hereby
authorize the party(s) set forth above to act as the estate’s representative, to receive confidential information, and to make presentations on behalf of the estate.
Subscribed and sworn before me
this _____________ day of ________________, __________.
Signature:
__________________________________________________________
(Executor - Administrator - Heir-at-law)
Print Name: __________________________________________________________
Official Title:
___________________________________________
Address:
__________________________________________________________
__________________________________________________________
THIS FORM IS USED FOR DECEDENTS WITH DATES OF DEATH ON OR AFTER JANUARY 1, 2002
THIS FORM MAY BE REPRODUCED
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