Nj Form L 9 PDF Details

Dealing with the aftermath of a loved one's passing is never easy, especially when it involves the complexities of estate and tax matters. Among the crucial documents intended to ease this transition in New Jersey is Form L-9, the Affidavit for Real Property Tax Waiver, reserved for estates of residents who passed on or after January 1, 2018. (For deaths prior to this date, Form L-9(A) is used.) Its primary aim is to streamline the process of transferring real estate without the need for a tax waiver from the New Jersey Division of Taxation. Executors, administrators, or joint tenants are eligible to complete it, but only if the beneficiaries of the estate fall into the specified Class A category, which includes spouses, children, and other close relatives. However, it's important to understand the conditions that disqualify an estate from using this form, such as when real estate was jointly owned with a surviving spouse or if assets valued over $500 are to pass to non-Class A beneficiaries. Additionally, the form necessitates accompanying documents like the will, property deed, and death certificate. It's a procedure designed not for tax waiver but for ensuring that the property transfer adheres to state guidelines, emphasizing the importance of accuracy and thoroughness in completing the form and attaching the required documentation.

QuestionAnswer
Form NameNj Form L 9
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesnj l9 tax waiver form, new jersey form l 9 tax, instance tax nj, new jersey form property tax

Form Preview Example

Form L-9 – Affidavit for Real Property Tax Waiver: Resident Decedent

Use this form for dates of death on or after 1/1/2018

For dates of death before 1/1/2018, use Form L-9(A)

This form can be completed by:

The executor;

Administrator; or

Joint tenant of the property for which a waiver is requested.

ELIGIBILITY

All beneficiaries of this estate must be one of the following Class A beneficiaries:

Spouse or civil union partner;

Child (includes legally adopted child), grandchild, great-grandchild, etc.;

Parent or grandparent;

Step-child (but not step-grandchildren);

Domestic partner (on or after 7/10/04).

You may not use Form L-9 if any of the following conditions exist:

The real estate was held as “tenants by the entirety” (jointly by spouse/civil union partner) and the spouse/civil union partner is surviving.

Note: No waiver is needed for this property, and none will be issued;

Any asset of the decedent valued at $500 or more passes to any beneficiary other than the Class A beneficiaries listed above;

The relationship of a mutually acknowledged child is claimed to exist;

When there is any New Jersey Inheritance Tax or Estate Tax due.

Note: If a trust agreement either exists or is created by the will, the Division may require a full return should the terms of the trust indicate a possible Inheritance Tax. A waiver would not then be issued from this form.

REQUIRED DOCUMENTS:

Copy of the decedent’s will, codicils and related writings, and any trust agreements;

Copy of the Deed for the property listed on the form;

Copy of Executor’s or Administrator’s certificate (letters of testamentary or of administration);

Copy of the decedent’s death certificate.

This form is not a tax waiver. Do not file with the County Clerk.

Mail this completed form to: NJ Division of Taxation Inheritance and Estate Tax Branch 50 Barrack Street, 3rd Floor

PO Box 249

Trenton, NJ 08695-0249

You can obtain more information about the use of Form L-9 by calling the Inheritance and Estate Tax Branch at (609) 292-5033 or by visiting the Division of Taxation website at www.njtaxation.org.

This Form May Be Reproduced in its Entirety.

(11/19)

Form L-9

Decedent’s Name ________________________________________________________________________________________________________________________________

 

(Last)

(First)

 

 

(MI)

Decedent’s SS No.

 

Date of Death (mm/dd/yyyy)

 

County of Residence

 

This form may be used only if all beneficiaries are Class A, there is no New Jersey Inheritance or Estate Tax, and there is no requirement to file a tax return.

Complete and Notarize

Mailing Address

Name_____________________________

______

Testate (with will) Intestate (no will)

__ Phone ( ) _______________________

To Send

Street ___________________________________________________________________________________________

All Correspondence

City ___________________________________________________State ___

_____Zip ______________ ___

 

 

 

Beneficiaries

State full names of all who have an interest in the estate (vested, contingent, operation of law, transfer, etc.)

Relationship to the Decedent

Interest of Beneficiary in the estate

(percentage or specific)

Deponent (person making deposition) further states the following schedule contains the names of all beneficiaries who predeceased the decedent.

Name

Date of Death

Domicile at Death

State of:

 

County of:

 

(Deponent’s name)

 

 

, being duly sworn, has reviewed the

 

 

 

 

 

 

information contained in this form and declares to the best of his/her knowledge it is true, correct, and complete. Deponent authorizes the party listed above to act as the estate's representative and to receive the waiver(s) requested herein.

Subscribed and sworn before me

this

 

day of

, 20

 

Affidavit of:

 

Executor

 

 

 

 

 

 

 

 

 

Administrator Joint Tenant

_______________________________________________________________________

_________________________________________________________

(Signature of Notary Public or Attesting Officer)

Signature of Deponent

 

__________________________________________________________________________________

 

Deponent’s SS number or FID number

 

___________________________________________________________________________________

 

Address

(11/19)

Description of New Jersey Real Estate

County

Street and Number

LotBlock

Municipality

Owner(s) of Record (if decedent owned a fractional interest, state how held and fractional value thereof):

Description of New Jersey Real Estate

County

Street and Number

LotBlock

Municipality

Owner(s) of Record (if decedent owned a fractional interest, state how held and fractional value thereof):

Description of New Jersey Real Estate

County

Street and Number

LotBlock

Municipality

Owner(s) of Record (if decedent owned a fractional interest, state how held and fractional value thereof):

Riders May Be Attached When Necessary

This form will be returned if it is not fully and properly completed and/or it does not have the required attachments.

Include all of the required documentation with this form:

Copy of the decedent’s will, codicils and related writings, and any trust agreements;

Copy of the Deed for the property listed on the form;

Copy of Executor’s or Administrator’s certificate (letters of testamentary or of administration);

Copy of the decedent’s death certificate.

(11/19)

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This PDF form will require some specific details; in order to guarantee correctness, don't hesitate to bear in mind the recommendations hereunder:

1. Complete your nj l 9 with a number of major blanks. Consider all the required information and be sure not a single thing forgotten!

new jersey form l 9 tax conclusion process clarified (part 1)

2. Right after filling in the previous part, head on to the next part and fill out the essential details in all these blanks - Deponent person making deposition, Name, Date of Death, Domicile at Death, State of, County of, Deponents name mation contained in, being duly sworn has reviewed the, Subscribed and sworn before me, This, day of, Affidavit of, Executor, Administrator, and Joint Tenant.

being duly sworn has reviewed the, Subscribed and sworn before me, and Date of Death inside new jersey form l 9 tax

3. Within this part, examine Deponents Social Security or, and Address. Each one of these have to be filled out with highest accuracy.

Tips on how to fill in new jersey form l 9 tax part 3

It is possible to make an error while filling out the Deponents Social Security or, for that reason make sure that you take another look before you'll send it in.

4. The subsequent part will require your details in the following places: Description of New Jersey Real, Block, County, Street and Number, Lot, Municipality, Owners of Record if decedent owned, Description of New Jersey Real, Block, County, Street and Number, Lot, Municipality, and Owners of Record if decedent owned. Just be sure you type in all of the needed details to go further.

Writing segment 4 in new jersey form l 9 tax

5. The pdf needs to be finished with this particular section. Below there can be found a detailed set of form fields that have to be completed with appropriate details to allow your document usage to be accomplished: Description of New Jersey Real, Block, County, Street and Number, Lot, Municipality, Owners of Record if decedent owned, Riders may be attached when, This form will be returned if it, Include all of the required, and Copy of the decedents will.

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