Affidavit for Real Property Tax Waiver - NJ Resident Decedent
This form is necessary for New Jersey resident decedents seeking a real property tax waiver for dates of death prior to January 1, 2018. It must be completed accurately and submitted with the required documents. Make sure all conditions are met to use this form.
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How do I fill this out?
To fill out this form, gather all necessary documents and beneficiary information. Carefully complete Sections I, II, and III, ensuring accuracy and completeness. Then, notarize and submit the form along with the required documents.
How to fill out the Affidavit for Real Property Tax Waiver - NJ Resident Decedent?
1
Gather all necessary documents.
2
Complete Sections I, II, and III accurately.
3
State all beneficiaries and their interests.
4
Notarize the form.
5
Submit the form with required documents.
Who needs the Affidavit for Real Property Tax Waiver - NJ Resident Decedent?
1
An executor needs this form to waive real property tax for a resident decedent.
2
An administrator uses this form when handling the estate of a resident decedent.
3
A joint tenant might require this form for tax waiver purposes if they co-owned property with the decedent.
4
Beneficiaries of the decedent's estate need this to ensure no inheritance or estate tax is due.
5
Legal representatives of the decedent use it to formalize the waiver request for real property taxes.
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What are the instructions for submitting this form?
Complete and notarize the form accurately, then mail it to NJ Division of Taxation, Transfer Inheritance Tax, PO Box 249, Trenton, NJ 08695-0249. For more information, call the Inheritance and Estate Tax Branch at (609) 292-5033. Ensure all required documents are attached to avoid delays.
What are the important dates for this form in 2024 and 2025?
Ensure to check and comply with all relevant dates for submission before January 1, 2018, to avoid delays.
What is the purpose of this form?
The Affidavit for Real Property Tax Waiver is designed to help New Jersey resident decedents' executors, administrators, or joint tenants request a waiver for property taxes. This form is essential for estates where all beneficiaries are Class A and there's no requirement to file a New Jersey Inheritance or Estate Tax Return. It ensures compliance with state regulations and helps avoid unnecessary taxation.
Tell me about this form and its components and fields line-by-line.
- 1. Decedent's Name: Full name of the deceased person.
- 2. Decedent's SSN: Social Security Number of the decedent.
- 3. Date of Death: The exact date when the decedent passed away.
- 4. County of Residence: The county where the decedent resided at the time of death.
- 5. Real Estate Value: Full market value of the real estate owned by the decedent.
- 6. Beneficiaries: Names and relationships of all beneficiaries with interests in the estate.
- 7. Required Documents: Attachments needed to complete the form, including will, deed, death certificate, etc.
- 8. Notarization: Signature and seal of a notary public or attesting officer.
- 9. Mailing Address: Address for correspondence regarding the form submission.
- 10. Declaration: Statement by the deponent confirming the information's truthfulness and completeness.
What happens if I fail to submit this form?
Failing to submit this form can lead to tax-related issues and possible penalties.
- Unwaived Property Taxes: Failure to waive property taxes, leading to potential financial burdens on the estate.
- Non-Compliance Penalties: Penalties for not adhering to state regulations regarding estate settlements.
How do I know when to use this form?
- 1. Tax Waiver Request: Requesting a waiver for property taxes on the decedent’s real estate.
- 2. Estate Settlement: Settling the estate without filing a New Jersey Inheritance or Estate Tax Return, under specific conditions.
- 3. Beneficiary Notification: Listing all beneficiaries and their interests in the decedent’s estate.
Frequently Asked Question
Can I fill out this form online?
Yes, you can use PrintFriendly's PDF editor to fill out the form online.
What documents are required with this form?
You need the decedent's will, deed for the property, death certificate, and other specified documents.
Who can complete this form?
The executor, administrator, or joint tenant of the property can complete this form.
How do I add my signature to the form?
Use PrintFriendly's signing feature to add your electronic signature to the form.
Can I share the completed form via email?
Yes, you can share the completed form via email using PrintFriendly.
Are there any conditions under which this form cannot be used?
Yes, the form cannot be used if certain conditions exist, such as the real estate held jointly with a surviving spouse.
What happens if I fail to submit this form?
Failure to submit the form can result in potential penalties and unwaived property taxes.
How can I get help with filling out the form?
Contact the Inheritance and Estate Tax Branch for assistance or use PrintFriendly's editing tools.
Where do I send the completed form?
Mail it to NJ Division of Taxation, Transfer Inheritance Tax, PO Box 249, Trenton, NJ 08695-0249.
Can I download the filled-out form?
Yes, once filled out, you can download the form using PrintFriendly.
Related Documents - NJ Tax Waiver Form
NJ Form L-8 Affidavit and Self-Executing Waiver
Form L-8 is for the release of certain assets without the need for a formal New Jersey inheritance tax waiver. It covers bank accounts, stocks, bonds, brokerage accounts, and life insurance policies. The form is used for beneficiaries including spouse, parents, grandparents, and children.
