Form E2a - Vermont Estate Tax Information And Application For Tax Clearances
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1Vermont Department of Taxes 133 State Street
Montpelier, VT 05633-1401
Phone: (802) 828-6820
VERMONT ESTATE TAX INFORMATION AND
F
orm
E2A
APPLICATION FOR TAX CLEARANCES
Name of Decedent and Address of Residence (domicile) at Time of Death
Decedent’s Social Security Number
Spouse’s/CU Partner’s Social Security Number
Name and Address of Administrator/Executor/Trustee
Date of Death
Age at Death
Name and Address of Attorney (if any)
Has the estate been entered in Probate Court?
Yes. What district?
_____________________________
No
Section A
VERMONT INCOME TAX
(See instructions on reverse side)
Is a Vermont Income Tax Return required for Year of Death?
YES. A return must be filed before
NO. Please state reason _______________________________________
the tax clearance can be issued.
Section B
VERMONT FIDUCIARY TAX
(See instructions on reverse side)
EIN: ________________________
If income is received by the estate during administration, Fiduciary tax returns may be due.
Please check the appropriate box below.
No returns are
Required returns
Required final return will be filed by
required to be filed.
have been filed.*
_______________.*
(Date)
*Must enter Employer ID Number (EIN) above.
Section C
VERMONT ESTATE TAX
(See instructions on reverse side)
Did decedent die BEFORE January 1, 2009?
YES. Complete Part 1 below.
NO. Complete Part 2 below.
Part 1 COMPLETE ONLY FOR DEATHS BEFORE 2009.
Is a U.S. Estate Tax Return, Form 706, required to be filed?
YES. A Vermont Estate Tax
NO. A Vermont Estate Tax
Return is required to be filed.
Return is not required to be filed.
Part 2 COMPLETE ONLY FOR DEATHS OCURRING IN 2009 through 2015.
Is the total value of the estate for deaths occurring in 2009 or 2010, including taxable gifts, more than $2,000,000.00*?
OR
Is the total value of the estate for deaths occurring in 2011 - 2015, including taxable gifts, more than $2,750,000.00*?
YES. A Vermont Estate Tax
NO. A Vermont Estate Tax
Return is required to be filed.
Return is not required to be filed.
*The Total Value of an estate at time of death includes jointly owned assets, solely owned assets, insurances with or without
named beneficiaries and trust assets, etc. For an ancillary estate this figure includes the value of the other states assets as well
as the value of the VT assets
I certify that the information contained herein is true, correct, and complete to the best of my knowledge.
Signature of Administrator/Executor/Trustee
Date
Daytime Telephone Number
Form E2A
(Rev. 12/14)
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