Inheritance Tax Forms

Note:  The inheritance tax is no longer imposed after December 31, 2015.  Please DO NOT file for decedents with dates of death in 2016.

Tax Returns

• State Inheritance Tax Return (Long Form) 
  • Please note that schedules A through O, listed under "other forms" must be attached to the completed long form.
• Instructions for State Inheritance Tax Return
• State Inheritance Tax Return (Short Form)

Other Forms

• Deceased Depositor Report
  
• Report of Death
• Schedule A - Real Estate
• Schedule B - Stocks and Bonds
• Schedule C - Cash, Notes, Mortgages
• Schedule D - Insurance on Decedent's Life
• Schedule E - Jointly Owned Property
• Schedule F - Miscellaneous Property
• Schedule G - Transfers During Decedent's Life
• Schedule H - Powers of Appointment
• Schedule I - Annuities
• Schedule J - Funeral Expenses and Administration Expenses
• Schedule K - Debts and Mortgages
• Schedule M- Bequests to Surviving Spouse (Marital Deduction)
• Schedule O - Bequests: Public, Charitable, Religious and Educational
• Agreement Property Valued for Special Use Purpose
• Notice to Commissioner