THIS FORM IS USED FOR DECEDENTS WITH DATES OF DEATH ON OR AFTER JANUARY 1, 2002
THIS FORM MAY BE REPRODUCED
Decedent’s Name__________________________________________________________ Decedent’s S.S. No. ____________________________________
(Last)
(First)
(Middle)
Date of Death (mm/dd/yy) _________/_______/_________ County of Residence _______________________________
Testate
Intestate
Name _____________________________________________ Daytime Phone (
) ________________________________
Street ________________________________________________________________________________________
City __________________________________________ State ______________ Zip Code ___________________
STATE OF NEW JERSEY
Resident Decedent
ESTATE TAX RETURN
(Instructions on reverse side)
IT-Estate (10-09)
(68) For Division Use Only
Transfer Inheritance Tax
PO Box 249
Trenton, NJ 08695-0249
Mailing Address
to send all
correspondence
1. Enter the Gross Estate from line 5 of the New Jersey Form IT-R on line 1(a) OR the Gross
Estate from page 1 line 1 of the 2001 Form 706 on line 1(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1(a)
1(b)
2. Enter Deductions from line 6 of the New Jersey Form IT-R on line 2(a) OR Deductions from
page 1 line 2 of the 2001 Form 706 on line 2(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2(a)
2(b)
3. Enter the Net Estate from line 7 of the New Jersey Form IT-R on line 3(a) OR the Taxable
Estate from page 1 line 3 of the 2001 Form 706 on line 3(b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3(a)
3(b)
4. Enter Taxable assets not included as part of New Jersey inheritance tax Net Estate from
line 3 Part C of Schedule E-1 attached . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4(a)
5. Enter Deductions from line 12 of Schedule E-2 attached . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5(a)
6. Enter Adjusted Taxable Gifts from page 1 Line 4 of the 2001 Form 706 . . .