Get Dr-313

Filling out the DR-313, Affidavit of No Florida Estate Tax Due When Federal Return is Required, is a crucial process for managing estate filings in Florida. This guide provides clear and supportive instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the DR-313 online.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. In the case style space at the top of the form, enter the details of the estate probate proceeding.
3. In the personal representative section, print the name of the individual acting in this role.
4. Provide the name of the decedent in the appropriate section.
5. Enter the date of death in the specified format (MM/DD/YYYY) and the state where the decedent was domiciled at the time of death.
6. Select the option to indicate whether the decedent was a U.S. citizen or not by checking the corresponding box.
7. Acknowledge that a federal estate tax return (Form 706 or 706-NA) is required to be filed by mentioning this in the relevant section.
8. Confirm that the estate does not owe Florida estate tax and is not required to file a Florida estate tax return.
9. Finalizing the form requires you to acknowledge personal liability for the distribution of the estate property.
10. Execute the form by entering the date of execution, signing it, and providing your printed name, telephone number, and mailing address.
11. Complete the notary section by having the form sworn or affirmed before a notary public, ensuring to check the appropriate box and provide the type of identification used.
12. Once all sections are completed, you may save changes, download, print, or share the form as required.

Complete your forms online for a smoother filing experience.