Kenneth Vercammen & Associates, P.C.
2053 Woodbridge Ave.
Edison, NJ 08817
(732) 572-0500
www.njlaws.com

Monday, July 21, 2014

§ 18:26-5.20 Dividends and refunds on life insurance policies

TRANSFERS SUBJECT TO TAX

N.J.A.C. 18:26-5.20 (2014)

§ 18:26-5.20 Dividends and refunds on life insurance policies

   Dividend accumulations, post mortem dividends, terminals dividends and premium refunds on contracts of life insurance although payable at the same time are not considered part of the life insurance proceeds of the policy and are taxable to the beneficiary as transfers taking effect at or after the death of the insured.

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