Form Rv-F1400301 - Application For Tennessee Inheritance Tax Waiver Page 2
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1
2IMPORTANT: READ THE FOLLOWING INSTRUCTIONS BEFORE COMPLETING THE FORM-INHERITANCE TAX RELEASE FOR REAL OR
PERSONAL PROPERTY.
1.
If a return has not been filed and an administrator or executor has not been appointed by the court, issuance of the
waiver may be delayed to permit an investigation.
2.
A release for real estate in a non-resident estate will not be issued until a return is filed or sufficient information
provided to determine no tax liability to the State of Tennessee.
APPLICATION ON FILE: Check "Yes" if application has previously been filed.
APPLICATION ATTACHED: Complete the application and mail it with the release form(s). File the application one time. Do not
file additional applications with future release forms.
Description of Property must be explicit. Complete one release form for each asset. Provide the following information for each
asset requiring a waiver (release):
STOCK: Corporate name, type of stock, trading symbol, number of shares or units.
BOND: Name, type of bond, face amount, interest rate, maturity date.
CREDIT UNIONS: Release is not required.
BANK ACCOUNTS CERTIFICATES OF DEPOSIT, SAVINGS BOND: Release is not required.
INSURANCE OR RETIREMENT: Release is not required.
REAL ESTATE: Sufficient legal description (location, map, parcel).
AUTOMOBILE: Release is not required.
SIGNATURE: The personal representative appointed by Probate Court, or designated by will, or the estate attorney must sign.
Releases will not be approved if signed by anyone else.
ADDRESS: Waiver (release) will be mailed to the address within the address block.
Type or print name, address, city, state, and zip code.
After completing the release form, keep the pink copy for your records. Mail the original and the yellow copy along with the application
to the:
Tennessee Department of Revenue
500 Deaderick Street
Nashville, TN 37242-0100
For assistance call:
Nashville (615) 532-6444
Memphis (901) 213-1400
Knoxville (865) 594-6100
Chattanooga (615) 634-6266
For forms only call:
Taxpayer and Vehicle Services
Nashville (615) 741-4466
LIMITED POWER OF ATTORNEY
I (we), the authorized representative(s) of the estate listed above, do hereby appoint the following as agent(s) to represent the estate before
the Tennessee Department of Revenue:
Agent(s) Information
Name of Agent _________________________________________________________
Title __________________________________________________________________
Address ______________________________________________________________
Phone (
) ____________________________________________________________
Name of Agent _________________________________________________________
Title __________________________________________________________________
Address ______________________________________________________________
Phone (
) ____________________________________________________________
This power shall include any and all acts necessary to obtain inheritance tax waivers on the aforementioned estate. The agent(s) is (are)
authorized to receive and inspect confidential tax information and to perform any and all acts that I (we) can perform with respect to obtaining
inheritance tax waivers. The authority does not include the power to receive refund checks, the power to substitute another agent, or the
power to sign tax returns.
Signature _____________________________________________________________
Date _____________
Print Name ____________________________________________________________
Title __________________________________________________________________
Signature _____________________________________________________________
Date _____________
Print Name ____________________________________________________________
Title __________________________________________________________________
NOTE: Department of Revenue personnel are prohibited from granting access to the estate's tax information to persons handling
Tennessee inheritance tax waivers for the estate absent authorization through a limited power of attorney executed by the authorized
representative(s) of the estate or other legal authorization.
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