Form Rv-F1400301 - Application For Inheritance Tax Consent To Transfer
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2TENNESSEE DEPARTMENT OF REVENUE
APPLICATION FOR INHERITANCE TAX CONSENT TO TRANSFER
NOTICE: BEFORE COMPLETING THIS FORM READ EVERY ITEM CAREFULLY. PLEASE ANSWER ALL QUESTIONS. (IF
A QUESTION DOES NOT APPLY, INDICATE NOT APPLICABLE.) This application must be submitted with the first request.
Upon approval of this application, future consent forms can be issued by submission of the completed Inheritance Tax Consent
to Transfer form.
ESTATE OF
(give complete name)
COUNTY OF
(County of TN Probate)
DATE OF DEATH
SOCIAL SECURITY NO.
1. Has a representative been duly appointed and qualified by the probate, chancery, or county clerk? Yes
No
a. If yes, give name of representative
The inheritance tax return is not required if the gross estate of a resident decedent is less than the single exemption allowed
by T.C.A. Section 67-8-316, the representative of the estate may file the Short-Form Inheritance Tax Return. In the case
of resident decedent's dying between 2006 and 2012 the allowable exemption is $1,000,000; in 2013 the allowable
exemption is $1,250,000; in 2014 the allowable exemption is $2,000,000; in 2015 the allowable exemption is
$5,000,000. The Tennessee inheritance tax will not apply to estates of decedents dying in 2016 or thereafter.
b. If no; please enclose a copy of the will ( ___ ) check if no will.
2. Has an Inheritance Tax Return been filed? Yes
No
2a. If no, will the return be filed by the due date?
Yes
No
2b. If yes, give date filed and account number (if known)
Question 3 enables the department to determine the taxable status of the estate. List all assets including jointly owned
property and life insurance. If more space is needed, attach a separate sheet.
Skip Question 3 if the estate meets either of the following criteria:
1. A Tennessee inheritance tax return has been filed by the estate, or
2. A Tennessee inheritance tax return will be filed by the estate within nine (9) months of death.
In all other circumstances, Question 3 must be answered.
3. Please provide the following information concerning assets of the estate, valuation of assets, and heirs of the estate.
(a) Real property-including jointly-held property.
Location
Fair Market Value $
(b) Personal property-including jointly-held property (stocks, bonds and other securities, bank accounts, certificates or
money market accounts, life insurance, tangible personal effects, business interests and partnerships, and any other
tangible or intangible assets).
VALUE
DESCRIPTION
$
Total value of assets
(If additional space is needed attach sheet to form)
4. Beneficiaries of the estate are:
Relationship to decedent
Name
5. Please list below the name and address of the qualified representative or attorney for the above estate. A daytime phone
number should be furnished in order that any questions may be resolved.
Name
Address
Daytime phone number
Date of Application
Address of Applicant
Signature of applicant
Instructions for completing the Consent to Transfer are on the back of this form.
RV-F1400301 (Rev. 11-13)
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