Inheritance and Estate Tax Forms
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| Forms | Content | PDF Size |
|---|---|---|
| O-71 | For Reporting Insurance Proceeds | 65K |
| 706 | 2001 Federal Estate Tax Return | 158K |
| 2001 Federal Estate Tax Instructions | 193K | |
| O-10-C | General Information - Inheritance and Estate Tax | 34K |
| O-14 | Notification from County Surrogate | 69K |
| IT-R | Inheritance Tax Resident Return - with Instructions | 381K |
| IT-L-4 | Preliminary Report to Secure Consents to Transfer | 161K |
| IT-L-8 | Affidavit & Self-Executing Waiver — To be filed with banking institution or stock transfer agent | 106K |
| IT-L-9 | Resident Decedent Affidavit Requesting Real Property Tax Waiver | 138K |
| IT-L-9-NR | Non-Resident Decedent Affidavit Requesting Real Property Tax Waiver | 83K |
| IT-NR | Inheritance Tax Non-Resident Return and Instructions | 372K |
| IT-EP | Payment on Account (Estimated Payment) | 46K |
| IT-Estate | Estate Tax Return - with Instructions | 207K |
| IT-EXT | Application For Extension of Time to File a Tax Return | 87K |
| 1997 | Transfer Inheritance Tax Tables | 923K |
