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Form L-8 – Affidavit for Non-Real Estate Investments: Resident Decedents . Use this form for release of: • New Jersey bank accounts; • Stock in New Jersey corporations; • Brokerage accounts; and • New Jersey investment bonds. This form cannot be used for real estate. For real estate investments, use . Form L-9. This form can be ...
This document provides the necessary instructions for completing New Jersey's Estate Tax Form L-8. It outlines the required information, eligibility criteria, and filing guidelines. Perfect for individuals needing to understand their estate tax obligations.
Although this form may be used if the decedent died after December 31, 2001 and his/her taxable estate plus adjusted taxable gifts does not exceed $675,000, a New Jersey Estate Tax Return must be filed if the gross estate plus adjusted taxable gifts as determined pursuant to the provisions of the Internal Revenue Code in effect on December 31, 2...
Download a fillable version of Form L-8 by clicking the link below or browse more documents and templates provided by the New Jersey Department of the Treasury. Download Fillable Form L-8 In Pdf - The Latest Version Applicable For 2024.
The New Jersey Form L-8 is essential for individuals seeking to release non-real estate investments from a decedent's estate. This form is specifically for bank accounts, stocks, and other financial assets of a resident decedent.
Form L-8 (self-executing waiver for certain Class A beneficiaries) can be substituted for Form 0-1 to obtain the release of financial (non-real estate) assets. An L-8 is valid only when the form is properly executed and used by or for the Class A beneficiaries indicated on the form.
6 Μαΐ 2018 · Form L-8 – Affidavit for Non-Real Estate Investments: Resident Decedents revised in 2018
