Inheritance Format Details

Form inheritance is a mechanism that allows you to create custom form controls that are based on the properties and methods of an existing control. This can be extremely useful when you want to create a new control that shares the same functionality as an existing control, but with some slight modifications. In this article, we will take a look at how form inheritance works and see some examples of how it can be used. We will also discuss some of the benefits that form inheritance provides.

The following are some specifics of form inheritance. This table provides details about the form's size, completion duration, and the areas you are expected to fill.

QuestionAnswer
Form NameForm Inheritance
Form Length2 pages
Fillable?Yes
Fillable fields123
Avg. time to fill out25 min 10 sec
Other namesproperty inheritance format, lawyer inheritance document usa, inheritance format, united state money inheritance document

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TENNESSEE DEPARTMENT OF REVENUE

 

 

SHORT FORM INHERITANCE TAX RETURN

AMENDED RETURN

INH

 

 

302

INSTRUCTIONS

 

1.GENERAL FILING REQUIREMENT: The Tennessee Inheritance Tax is a tax upon the privilege of receiving property by transfer because of a decedent's death. The personal representative, or person(s) in possession of property of the decedent is required to file a return of the estate with the Department of Revenue.

2.FILING THE SHORT FORM: If the gross estate of a resident decedent is less than the single exemption allowed by Tenn. Code .Ann. Section 67-8-316, the representative of the estate may file the Short Form-Inheritance Tax Return. In the case of resident decedent's dying between January 1, 2006 and December 31, 2012, the allowable exemption is $1,000,000; in 2013, the allowable exemption is $1,250,000; in 2014, the allowable exemption is $2,000,000; and in 2015, the allowable exemption is $5,000,000. In 2016 and thereafter, no inheritance tax is imposed.

3.DUE DATE: The return is due nine (9) months after the date of the decedent's death, unless an extension of time is granted by the Department.

4.FILING: Please print in blue or black ink. Mail the return to Tennessee Department of Revenue, Andrew Jackson State Office Building, 500 Deaderick Street, Nashville, TN 37242.

5.FOR ASSISTANCE: Contact Taxpayer Services Division by calling in-state toll free 1-800-342-1003 or (615) 253-0600.

Name of Decedent Last Name:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Name:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MI:

 

 

Social Security No.

 

 

 

 

 

Date of Death

 

 

 

 

 

 

 

Age of Decedent

 

 

County of TN Probate

 

 

 

 

 

 

 

 

 

 

Did decedent have a will?

Yes

 

 

 

No (If Yes, attach a copy to the return).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If spouse is deceased, enter Last Name:

 

 

 

 

 

First Name:

 

 

 

 

 

 

 

 

Mi:

 

and Date of Death

 

Personal Representative's Name (executor, etc.) Last Name:

 

 

 

 

 

 

 

 

 

 

 

 

First Name:

 

 

 

 

 

 

MI:

 

 

Address Street:

 

 

 

 

 

 

 

 

 

 

City:

 

 

 

 

 

State:

 

 

Zip Code:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

 

)

 

 

 

 

 

 

Return Preparer: Last Name/Firm:

 

 

 

 

 

 

 

 

First Name:

 

 

 

 

 

 

 

MI:

 

Phone

 

 

 

 

 

 

 

Address Street:

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

State:

 

 

Zip Code:

 

Attorney For the Estate Last Name/Firm:

 

 

 

 

 

 

 

First Name:

 

 

 

 

MI:

 

Phone

(

 

)

 

 

 

 

 

 

 

Address Street:

 

 

 

 

 

 

 

 

 

City:

 

 

 

 

 

State:

 

 

Zip Code:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please Complete in Blue or Black Ink

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ROUND TO THE NEAREST DOLLAR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DOLLARS

 

 

 

 

 

CENTS

1.

Real Estate (Total from Schedule A, reverse side)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_______________________

 

 

2.

Personal and Miscellaneous Property (Total from Schedule B, reverse side)

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

00

 

 

 

 

 

 

 

 

 

 

 

 

_______________________

 

 

3.

Jointly-Owned Property (Total from Schedule C, reverse side)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

00

 

......................................................................

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_______________________

 

 

4.

Transfers during decedent's life (Total from Schedule D, reverse side)

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

00

 

 

 

 

 

 

 

 

 

 

 

 

_______________________

 

 

5.

Total Gross Estate (Add lines 1 through 4)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_______________________

 

 

6.

Allowable Exemption

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_______________________

 

 

IF THE GROSS ESTATE (Line 5 above) IS LESS THAN THE EXEMPTION TOTAL (Line 6 above), YOU MAY USE THIS SHORT FORM.

7.

TOTAL GROSS ESTATE (from Line 5)

$

00

_______________________

 

8.

TOTAL DEDUCTIONS (from Schedule E)

$

00

_______________________

 

9.

NET ESTATE (subtract Line 8 from Line 7)

$

00

_______________________

 

Under penalties of perjury, I declare this report to be true, accurate, and complete to the best of my knowledge.

 

Signature of Personal Representative

 

Date

 

 

 

 

Signature of Preparer

 

Date

FOR OFFICE USE ONLY

Acct. No.

Date Received

RV-R0001702

INTERNET (2-15)

SCHEDULES

Date of Valuation of assets (check one): Value of assets at date of death

or Value of assets 6 months after date of death

SCHEDULE A - REAL ESTATE

Individually owned and located in Tennessee

Description & Location

Full Value

SCHEDULE B - PERSONAL & MISC. PROPERTY

Cash, Notes, Mortgages, Life Insurance, Stocks, Bonds, Annuities, Furnishings,

 

Automobiles, Jewelry, etc. Owned Individually

Description

Full Value

10. TOTAL (enter on front, Line 1)

$

11. TOTAL (enter on front, Line 2)

$

 

SCHEDULE C (PART 1) - JOINTLY OWNED PROPERTY

 

List property interest held jointly by decedent and spouse

Description

Full Value

12.Total Property Value

13.One-half (½ ) of Line 12

$

SCHEDULE C (PART 2) - JOINTLY OWNED PROPERTY

 

List property interests held jointly by decedent and persons other than spouse

 

Description

% owned by Decedent

Name of Joint Owner

Full Value Owned by Decedent

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14.

Total Property Value

 

 

 

 

 

 

 

15.

Total of lines 13 & 14 (enter on front, Line 3)

 

$

 

 

 

 

 

 

SCHEDULE D - TRANSFERS DURING DECEDENT'S LIFE

 

 

List all transfers made by decedent within 3 years prior to date of death

 

Description of Transfer

To Whom (name)

Date of Gift

Full Value

16.Total Gifts

17.Gift Tax Paid (enter total of State Gift Tax paid on above gifts)

18. Total of lines 16 & 17 (enter on front, Line 4)

$

SCHEDULE E - DEDUCTIONS

Examples: funeral & burial expenses, administrative expenses (court costs, bonds, etc.) professional fees (attorney, accountant, etc.) taxes (property, individual, etc.), notes

&mortgages due (decedent obligations but only ½ of joint obligations), debts of decedent (unpaid at date of death), bequests (public, charitable, religious, & educational), marital deductions (list all property passing to spouse), etc.

Description

Amount

19. TOTAL AMOUNT ALL DEDUCTIONS (enter on front, Line 8)

$

INTERNET (2-15)

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