L 8 Form Nj - This form cannot be used for real estate. Transfer inheritance and estate tax. Completed form is to be submitted directly to the financial institution holding the funds. (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. Web see the resident inheritance and estate tax flowchart to determine which return or form(s) to file for a decedent who was a resident of new jersey. Certain assets, such as life insurance proceeds and retirement accounts, may be exempt from this 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).
It is important to note that not all assets are subject to inheritance tax in new jersey. 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. Web see the resident inheritance and estate tax flowchart to determine which return or form(s) to file for a decedent who was a resident of new jersey. You cannot use this form to release any asset passing to a beneficiary other than the class a beneficiaries specifically listed in part i). Completed form is to be submitted directly to the financial institution holding the funds. Transfer inheritance and estate tax. This form cannot be used for real estate.