Form M 792 PDF Details

The process of handling an estate after a loved one has passed away involves navigating through various legal documents and procedures. Among these, the M-792 form is a critical document for those dealing with estates in Massachusetts. Officially known as the Certificate Releasing Massachusetts Estate Tax Lien, this form plays a pivotal role in the estate settlement process. Issued by the Massachusetts Department of Revenue, specifically by the Bureau of Desk Audit, Estate Tax Unit, the form is required to release the estate tax lien imposed by Chapter 65C of the General Laws on any property the decedent owned. The necessity to file in triplicate, along with a copy of the recorded deed, underscores the bureaucratic precision required in these matters. This form provides a clear path for the transfer of real estate by releasing the state’s legal claim on the property, ensuring that the decedent's assets can be passed on to their rightful heirs or designated individuals. Located in PO Box 7023, Boston, MA 02204, the Estate Tax Unit handles these submissions, emphasizing the localized nature of estate administration within the Commonwealth of Massachusetts. By detailing key information about the decedent, including their name, date of death, residence at the time of death, and the property in question, the M-792 form streamlines the process of reconciling the decedent’s estate with state tax obligations. This facilitates a smoother transition during what can often be a challenging time for families and executors alike.

QuestionAnswer
Form NameForm M 792
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesreleasing massachusetts estate form, m792 massachusetts, form releasing ma, releasing ma

Form Preview Example

Form M-792

Certificate Releasing

Massachusetts Estate Tax Lien

REV. 2/98

Massachusetts

Department of

Revenue

Bureau of Desk Audit, Estate Tax Unit PO Box 7023, Boston, MA 02204

File in triplicate with copy of recorded deed.

Mail to:

 

 

 

Decedent’s first name and initial

Last name

Name

¨

 

 

 

 

 

 

 

 

Probate court

Date of death

 

 

 

 

 

 

 

Street address

Docket number

 

 

 

 

 

 

 

 

 

 

 

Residence (domicile) at time of death

 

City/Town,

State, Zip code

This certificate releases the lien of the Commonwealth of Massachusetts imposed by Chapter 65C of the General Laws, on any and all interests which the decedent may have had in the property described below:

Real Estate (full legal description not necessary)

Location of property

 

Number

Street

City/town

 

Zip code

As described by deed dated

 

 

 

 

 

 

 

 

and recorded in

 

 

 

 

Book No.

 

Page No.

 

 

 

, or

Registry of Deeds

 

 

 

 

 

 

 

 

 

 

 

As described by certificate of title no.

 

 

 

 

 

 

 

 

 

recorded in

Registered land section for

 

 

 

 

County.

 

 

 

 

 

 

 

 

 

 

COMMISSIONER OF REVENUE

 

 

 

 

 

 

 

 

 

By:

 

 

 

 

 

 

 

Chief, Bureau of Desk Audit

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Ways to prepare form releasing ma stage 1

2. The subsequent stage is to complete these particular blank fields: Location of property, As described by deed dated, Registry of Deeds, As described by certificate of, Number, Street, Citytown, Zip code, Book No, Page No, and recorded in, recorded in, Registered land section for, County, and COMMISSIONER OF REVENUE.

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