Get L 9 Form

Filling out the L 9 Form online can streamline the process of requesting a real property tax waiver for a resident decedent in New Jersey. This guide provides clear, step-by-step instructions to help you navigate each section of the form effectively.

Follow the steps to fill out the L 9 Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the decedent’s name in the designated field. Ensure you provide the last name, first name, and middle initial as required.
3. Provide the decedent’s Social Security number and date of death, following the mm/dd/yy format, along with the county of residence.
4. In Part I, list the components of the decedent’s gross estate, including real estate, stocks, bank accounts, IRAs, and life insurance policies. Enter the full market value for each type of asset.
5. For Part II, detail any transfers made by the decedent within three years prior to their date of death. Include the date, the transferee or beneficiary’s name, their relationship to the decedent, property transferred, and the value.
6. In Part III, describe any New Jersey real estate owned by the decedent. Include property addresses, assessed values, and mortgage balances if applicable.
7. List all beneficiaries who have an interest in the estate, providing their full names, relationships to the decedent, and their respective interests.
8. Review the form to ensure all fields have been filled out accurately and all required documents are attached.
9. Complete the affidavit section at the end of the form, including notarization if needed.
10. Save your changes, download a copy, and share or print the completed form as necessary. Ensure it is forwarded to the appropriate Division of Taxation address.

Start completing your L 9 Form online today to simplify your tax waiver request.