Form E2a - Vermont Estate Tax Information And Application For Tax Clearances
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1
2Vermont 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
Name and Address of Administrator/Executor/Trustee
Security Number
Employer ID
Number (if any)
Name and Address of Attorney (if any)
Date of Death
Age at Death
Yes. What district?______________________________
No
Has the estate been entered in Probate Court?
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)
If income is received by the estate during administration, Fiduciary tax returns may be due.
Please check the appropriate box below.
Required final return will be filed by
No returns are
Required returns
required to be filed.
have been filed.
_______________.
(Date)
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, 2010, 2011, or 2012.
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 or 2012, 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. 03/12)
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