Form L-8 - (bank accounts, stocks, bonds, and brokerage accounts) decedent’s name_______________________________________________________ decedent’s s.s. It is important to note that not all assets are subject to inheritance tax in new jersey. Transfer inheritance and estate tax. You cannot use this form to release any asset passing to a beneficiary other than the class a beneficiaries specifically listed in part i). This form can be completed by the executor, administrator, the surviving class a joint tenant, or class a payable on death (pod) beneficiary of the assets for which release is sought. Find out the laws, resources, and exceptions for inheritance and estate tax waivers. Certain assets, such as life insurance proceeds and retirement accounts, may be exempt from this tax.
It is important to note that not all assets are subject to inheritance tax in new jersey. Transfer inheritance and estate tax. Find out the laws, resources, and exceptions for inheritance and estate tax waivers. This form can be completed by the executor, administrator, the surviving class a joint tenant, or class a payable on death (pod) beneficiary of the assets for which release is sought. Certain assets, such as life insurance proceeds and retirement accounts, may be exempt from this tax. (bank accounts, stocks, bonds, and brokerage accounts) decedent’s name_______________________________________________________ decedent’s s.s. You cannot use this form to release any asset passing to a beneficiary other than the class a beneficiaries specifically listed in part i).