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Are inheritance tax files public record?
Inheritance tax files are confidential unless you are a legal heir or the attorney for the estate.
I have been told to file a form IH-6 at court. The decedent's accounts were in a trust and there is no estate. I was told I could avoid all probate and inheritance taxes!
Filing the IH-6 with the court does not mean that you have an estate or have to open one; that is just where the IH-6 is filed with all the correct documents. The IH-6 is a listing of all assets, exemptions, and deductions. Consider it an account of all financial matters. An IH-6 may indeed show that no tax is due, but its filing is a requirement where assets change ownership upon the death of an individual.
What is the difference between IH-14 and IH-19?
The IH-14 is an Application for Consent to Transfer Securities or Personal Property Of Any Description Owned by a Resident Decedent. This form is used to transfer any account owned by the decedent to his or her heirs. These accounts include savings, money markets, IRA's, CD's, etc. This form is also known as a Consent to Transfer. The IH-19 is a Notice of Intended Transfer of Personal Property. This form is generally filled out by the banking institution for checking accounts only. The release of the checking account is the sole discretion of the banking institution. They are only required to notify the county assessor's office of the release of the account.
My grandmother was in a nursing home in ABC County, but her home was in Whitley County. Where do I file the Consent to Transfer and Inheritance Tax Return?
The consent to transfer and inheritance tax return need to be filed in the county that the decedent resided. In the example above, the proper county to file the paperwork would be Whitley County since the decedent's home was located there.
Does the Consent to Transfer need to be filed on green paper?
Whitley County does not require that the Consent to Transfer be filed on green paper. This is a local decision. Surrounding counties may have different requirements and you should check with each county on their policy.
If I file the Consent with the county through the mail, how can I get my copies back?
You will need to enclose a self addressed, stamped envelope in order for the county to return the copies to you.
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