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In the Circuit Court of Davidson County, Tennessee (Probate Division) IN THE ESTATE OF: DOCKET NO: Deceased AFFIDAVIT WAIVING TENNESSEE INHERITANCE TAX RETURN Pursuant to T.C.A. §67-8-409(g), the undersigned, being duly sworn, deposes and states the following: 1. I am the Personal Representative of this Estate. 2. The decedent made no gifts during his/her life in excess of the maximum single exemption allowable free of tax under T.C.A. §67-8-104. (If the decedent made one or more gifts during his/her life in excess of the maximum exemption allowable free of tax under T.C.A. §67-8-104, the Court may not waive the requirement of an Inheritance Tax Return). 3. The decedent’s total gross estate is described and valued as follows: ASSET VALUE $ $ $ $ $ TOTAL GROSS ESTATE: $ 4. The decedent’s date of death on was (check only the appropriate box): Prior to January 1, 2014, and his/her total gross estate is valued at less than $100,000. In 2014 and his/her total gross estate is valued at less than $1,000,000. On or after 2015 and his/her total gross estate for inheritance tax purposes is valued at less than $2,000,000. 5. Under penalty of perjury, I declare that the facts stated in this Affidavit are true, correct and complete to the best of my knowledge. This day of , 20 . Personal Representative Sworn to and subscribed before me, on , 20_____. Notary Public Commission Expiration Date: Revised 9/19/14

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Page 1: ,1 7+( (67$7( 2) '2&.(7 12 $)),'$9,7 :$,9,1* 7(11(66(( ,1+(5,7$1&( 7$; …circuitclerk.nashville.gov/probate/forms/formpro_Estatetaxstatementaff.pdf · ,Q WKH &LUFXLW &RXUW RI 'DYLGVRQ

In the Circuit Court of Davidson County, Tennessee (Probate Division)

IN THE ESTATE OF:

DOCKET NO: Deceased

AFFIDAVIT WAIVING TENNESSEE INHERITANCE TAX RETURN

Pursuant to T.C.A. §67-8-409(g), the undersigned, being duly sworn, deposes and states the following:

1. I am the Personal Representative of this Estate.

2. The decedent made no gifts during his/her life in excess of the maximum single exemption allowable free of tax under T.C.A. §67-8-104. (If the decedent made one or more gifts during his/her life in excess of the maximum exemption allowable free of tax under T.C.A. §67-8-104, the Court may not waive the requirement of an Inheritance Tax Return).

3. The decedent’s total gross estate is described and valued as follows:

ASSET VALUE

$

$

$

$

$

TOTAL GROSS ESTATE: $

4. The decedent’s date of death on was (check only the appropriate box):

Prior to January 1, 2014, and his/her total gross estate is valued at less than $100,000.

In 2014 and his/her total gross estate is valued at less than $1,000,000.

On or after 2015 and his/her total gross estate for inheritance tax purposes is valued at less than $2,000,000.

5. Under penalty of perjury, I declare that the facts stated in this Affidavit are true, correct and complete to the best of my knowledge.

This day of , 20 .

Personal Representative

Sworn to and subscribed before me, on , 20_____.

Notary Public

Commission Expiration Date: Revised 9/19/14