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  • Form M-792 Certificate Releasing Massachusetts Estate ... - Formsend

Get Form M-792 Certificate Releasing Massachusetts Estate ... - Formsend

Rev. 2/98 Form M-792 Certificate Releasing Massachusetts Estate Tax Lien Massachusetts Department of Revenue Bureau of Desk Audit, Estate Tax Unit PO Box 7023, Boston, MA 02204 File in triplicate.

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How to fill out the Form M-792 Certificate Releasing Massachusetts Estate Tax Lien online

The Form M-792 Certificate is an essential document for releasing the Massachusetts estate tax lien imposed on specific properties related to a decedent. This guide provides step-by-step instructions to help users effectively complete the form online, ensuring a smooth filing process.

Follow the steps to properly fill out the Form M-792 online.

  1. Click the ‘Get Form’ button to access the M-792 form and open it in the online editor.
  2. Begin by entering the decedent's first name and initial, followed by their last name in the designated fields.
  3. Next, provide the name of the probate court handling the decedent's estate.
  4. Enter the date of death of the decedent in the specified format.
  5. Fill in the docket number associated with the decedent’s estate as indicated.
  6. Input the decedent’s street address, including the city/town, state, and zip code, indicating their residence at the time of death.
  7. In the next section, describe the property by providing the street number, street name, city/town, and zip code.
  8. Detail the property as described by either the deed dated and recorded in the specified Book and Page number, or by the certificate of title number if applicable.
  9. Ensure all entries are accurate and review the information filled in for any errors.
  10. Finally, save your changes, download, print, or share the completed form as necessary for submission.

Complete your Form M-792 online today for a hassle-free process in releasing an estate tax lien.

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In Massachusetts, estates must file an estate tax return if the estate value is over $1 million. This tax will also apply to the entire estate value, not just the portion above the million-dollar mark. In addition to this rule, only the value over $40,000 will be subjected to the tax.

The return and the tax payment should be sent to the Massachusetts Estate Tax Unit, PO Box 7023, Boston, MA 02204.

Mailing addresses for Massachusetts tax forms DOR, PO Box 7000, Boston, MA 02204. Payment: Mass. DOR, PO Box 7003, Boston, MA 02204.

If you're filing a paper estate tax return, you'll need to submit the following: A completed Form M-706, Massachusetts Estate Tax Return. A completed federal Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, with all attachments from the federal Form 706 Instructions.

Massachusetts forms and instructions are also available online at: mass.gov/dor/forms. You can contact the MA Department of Revenue for general help and informaton, or to order forms, by calling 1-800-392-6089. Tax forms can be printed for you free of charge at the Reference Desk.

If the estate is worth less than $1,000,000, you don't need to file a return or pay an estate tax. Massachusetts estate tax returns are required if the gross estate, plus adjusted taxable gifts, computed using the Internal Revenue Code in effect on December 31, 2000, exceeds $1,000,000.

The standard method of obtaining a release of estate tax lien is to file an estate tax return with the Massachusetts Department of Revenue (DOR) and obtain from the DOR a Release of Estate Tax Lien, known as an M-792 certificate. This is the required method when dealing with estates that are worth $1,000,000 or more.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232