Nj Form L8 - Web an estate tax return must be filed if an unmarried person dies and his or her estate exceeds $675,000.00. Completed form is to be submitted directly to the financial institution holding the funds. Certain assets, such as life insurance proceeds and retirement accounts, may be exempt from this tax. Transfer inheritance and estate 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). This form cannot be used for real estate. It is important to note that not all assets are subject to inheritance tax in new jersey.
Transfer inheritance and estate tax. (bank accounts, stocks, bonds, and brokerage accounts) decedent’s name_______________________________________________________ decedent’s s.s. 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). Web an estate tax return must be filed if an unmarried person dies and his or her estate exceeds $675,000.00. This form cannot be used for real estate. It is important to note that not all assets are subject to inheritance tax in new jersey. Completed form is to be submitted directly to the financial institution holding the funds.