Fillable Estate Questionnaire New Jersey Decedent (IF DATE OF (Foundation Title)

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Estate Questionnaire New Jersey Decedent (IF DATE OF (Foundation Title)

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Estate Questionnaire
New Jersey Decedent
IN CONNECTION WITH THE ESTATE OF _________________________________________, DECEASED
PERSONAL REPRESENTATIVE (EXECUTOR or ADMINISTRATOR): _________________________________________
1. STATE THE DATE OF DEATH________________________________________
(IF DATE OF DEATH IS LESS THAN ONE YEAR FROM PRESENT DATE, PLEASE SIGN INDEMNITY OF
ESTATES DEBTS FORM PROVIDED BY THE COMPANY)
2. STATE THE PLACE OF DEATH_______________________________________
3. DID DECEDENT LEAVE A LAST WILL AND TESTAMENT? YES NO
IF YES, WHERE WAS THE WILL PROBATED? STATE: ______ COUNTY:____________
4. HAS A CAVEAT BEEN FILED OR THREATENED TO BE FILED AGAINST THE WILL?
YES NO
5. IF DECEDENT DID NOT LEAVE A WILL WHERE AND WHEN WERE LETTERS OF ADMINISTRATION ISSUED?
STATE: ______ COUNTY: ____________
DATE LETTERS ISSUED: ____________________________________
6. WHO ARE THE DEVISEES OR HEIRS AT LAW OF THE DECEDENT AND WHAT IS THEIR RELATIONSHIP TO
THE DECEDENT?
Name Relationship
_____________________________________ ______________________________________
_____________________________________ ______________________________________
_____________________________________ ______________________________________
_____________________________________ ______________________________________
_____________________________________ ______________________________________
USE ADDITIONAL PAGE(S) FOR MORE NAMES.
7. STATE APPROXIMATE GROSS VALUE OF ESTATE AS COMPUTED UNDER FEDERAL LAW.
_____________________________________
8. STATE APPROXIMATE OF CASH AND LIQUID SECURITIES NOW HELD IN THE ESTATE ACCOUNT.
_____________________________________
CONTINUED ON NEXT PAGE
9. WHAT IS THE TOTAL APPROXIMATE AMOUNT OF UNPAID DECEDENT DEBTS?
______________________________________
IS ANY CLAIM OR ACTION PENDING OR THREATENED, TO YOUR KNOWLEDGE, BY ANY CREDITOR?
YES NO IF YES, STATE PARTICULARS.
__________________________________________________________________________________
10. HAVE NEW JERSEY TRANSFER INHERITANCE TAXES, IF ANY, BEEN PAID?
YES NO
IF YES, WHAT AMOUNT? ___________________
HAS AN INHERITANCE TAX WAIVER BEEN RECORDED?
YES NO
IF NO, STATE THE ESTIMATED AMOUNT OF NJ INHERITANCE TAX DUE ON THE ESTATE
___________________________________________
11. HAVE NEW JERSEY ESTATE TAXES, IF ANY, BEEN PAID?
YES NO
IF YES, WHAT AMOUNT? ___________________
HAS AN NEW JERSEY ESTATE TAX WAIVER BEEN RECORDED?
YES NO
IF NO, STATE THE ESTIMATED AMOUNT OF NJ ESTATE TAX DUE ON THE ESTATE
___________________________________________
12. HAVE FEDERAL ESTATE TAXES, IF ANY, BEEN PAID?
YES NO
IF YES, WHAT AMOUNT? ___________________
HAS A CLOSING LETTER (IRS FORM LETTER 627) BEEN RECEIVED FROM THE IRS? ( ) YES ( ) NO
IF NO, STATE THE ESTIMATED AMOUNT OF FEDERAL ESTATE TAX DUE ON THE ESTATE
___________________________________________
13. HAS DISTRIBUTION OF ANY ESTATE ASSETS BEEN MADE?
YES NO
IF YES, PLEASE GIVE DETAILS. _________________________________________________________
_______________________________________________________________________________________
THE ABOVE INFORMATION IS SUBMITTED TO ______________________________________________ (Title Insurance and/or Settlement Agency) AND
________________________________(Title Insurance Underwriter) KNOWING IT WILL BE RELIED UPON TO ISSUE A POLICY OF TITLE INSURANCE
AFFECTING PREMISES OWNED BY THE DECEDENT INSURING AGAINST COLLECTION OF ANY DEBTS OF DECEDENT OUT OF PREMISES IN
QUESTION AND ANY TAXES DUE FROM THE ESTATE. THE UNDERSIGNED HEREBY REPRESENTS AND WARRANTS THAT ALL OF THE
DECEDENT’S DEBTS HAVE OR WILL BE PAID, AND ALL NEW JERSEY INHERITANCE TAXES, NEW JERSEY ESTATE TAXES AND FEDERAL
ESTATE TAXES HAVE OR WILL BE PAID.
DATED: __________________________, 20 _____ ESTATE OF ______________________________________, deceased
WITNESS:
___________________________________________ Signed:_______________________________________________
Print name of Personal Representative:
Address: ______________________________________________
______________________________________________________
Telephone: ____________________________________________
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Estate Questionnaire New Jersey Decedent (IF DATE OF (Foundation Title)

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Completed 23 September 2021

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