Fill - Free fillable Form L-9 Affidavit for Real Property Tax Waiver: (The State of New Jersey) PDF form

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

3 John Fitch Way, 6th 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 nj.gov/taxation

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 Testate (with will) Intestate (no will)

Mailing Address Name_____________________________ ______ __ 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)

County

Street and Number

Lot

Block

Municipality

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

County

Street and Number

Lot

Block

Municipality

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

County

Street and Number

Lot

Block

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.

Description of New Jersey Real Estate

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Form L-9 Affidavit for Real Property Tax Waiver: (The State of New Jersey)

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