Instructions and text for Transfer Inheritance And Estate Tax and SCHEDULES New Jersey Division of Taxation

Instructions and text for Transfer Inheritance
And Estate Tax and SCHEDULES
New Jersey Division of Taxation
POBox 249
Trenton, New Jersey 08695-0249
(609) 292-5033
IT-R
Inheritance Tax
SCHEDULES
(10-09)
First $700,000 15%
Over $700,000 16%
CLASS “D” TRANSFEREES IN ESTATES OFDECEDENTS
DYINGON OR AFTER 3-29-62
If less than $500: no tax
If $500 or more: no exemption
CLASS “A” TRANSFEREES ARE ENTIRELYEXEMPT
IN ESTATES OFDECEDENTS DYINGON OR AFTER JULY1, 1988
Page 4
Exempt
11%
13%
14%
16%
First $ 25,000
Next 1,075,000
Next 300,000
Next 300,000
Over 1,700,000
Class “C” TRANSFEREES IN ESTATES OFDECEDENTS
DYINGON OR AFTER 7/1/88
Affiant says, under penalty of perjury, “I declare that I have examined this return and all accompanying schedules 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 ____________________________, ______.
__________________________________________________________________
Official Title (Notarized)
THIS FORM MAYBE REPRODUCED
A
TT
AC
H
C
H
EC
K
F
O
R
B
A
LA
N
CE
D
U
E
H
ER
E
STATE OFNEWJERSEY
Inheritance Tax Return
RESIDENTDECEDENT
(Instructions on reverse side)
IT-R(10-09)
(67) For Division Use Only
Transfer Inheritance Tax
POBox 249
Trenton, NJ 08695-0249
Decedent’s Name________________________________________________________ Decedent’s S.S. No. ____________/__________/____________
(Last) (First) (Middle)
Date of Death (mm/dd/yy) _________/_______/_________ County of Residence _______________________________ Testate