The Affidavit of No Estate Tax Due is utilized when settling estates in the United States where the total value falls below estate tax thresholds. This document is particularly important for expediting probate proceedings and releasing estate assets. It includes detailed information about the deceased, the estate's value, and a sworn statement confirming tax exemption status. The affidavit must comply with both federal requirements (currently $12.92 million threshold for 2023) and applicable state-specific estate tax thresholds. It serves as official documentation for both state tax authorities and probate courts.
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1. Header and Venue: State and county where affidavit is being executed
2. Affiant Information: Personal details of person making the affidavit
3. Decedent Information: Details about the deceased person and date of death
4. Estate Value Declaration: Statement of total estate value and confirmation it's below tax threshold
5. Verification Statement: Under penalty of perjury declaration
6. Notarization Block: Space for notary acknowledgment
1. Relationship Declaration: Stating relationship to deceased, used when affiant isn't the executor
2. Property Description: Detailed list of estate assets, used when required by state law
3. Additional Beneficiary Information: Used when state requires listing of estate beneficiaries
1. Schedule A - Asset Inventory: Detailed listing of estate assets and their values
2. Schedule B - Liabilities: List of estate debts and obligations
3. Appendix 1 - Death Certificate: Copy of death certificate (if required)
4. Appendix 2 - Letters Testamentary: Copy of executor appointment documents (if applicable)
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